See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,699 | $98,240-50.4% | $82,313-40.8% | $147,584-67.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.93% | 30.85%-13.9pp | 25.88%-9.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,983 | $3,192-6.5% | $2,428+22.8% | $4,876-38.8% |
| Participant deferral / active EE | $7,821 | $4,383+78.4% | $3,706+111.0% | $5,439+43.8% |
| Admin fee / account holder | $1,919 | $8,563-77.6% | $5,608-65.8% | $10,885-82.4% |