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 5-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 | $72,465 | $159,602-54.6% | $150,045-51.7% | $142,382-49.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.29% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,868 | $4,961-62.3% | $4,693-60.2% | $4,299-56.6% |
| Participant deferral / active EE | $24,632 | $8,310+196.4% | $7,997+208.0% | $6,507+278.5% |
| Admin fee / account holder | $3,024 | $14,846-79.6% | $13,435-77.5% | $12,624-76.0% |