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 4-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 | $25,861 | $117,841-78.1% | $102,423-74.8% | $145,922-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.21% | 31.65%-5.4pp | 29.32%-3.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,566 | $3,615-1.3% | $3,023+18.0% | $4,660-23.5% |
| Participant deferral / active EE | $5,150 | $5,731-10.1% | $5,053+1.9% | $6,688-23.0% |
| Admin fee / account holder | $836 | $13,326-93.7% | $9,451-91.2% | $13,397-93.8% |