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 | $56,258 | $161,352-65.1% | $134,172-58.1% | $137,256-59.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.95% | 28.72%-7.8pp | 25.30%-4.3pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,335 | $4,099-18.6% | $3,420-2.5% | $4,156-19.8% |
| Participant deferral / active EE | $11,678 | $5,552+110.3% | $4,690+149.0% | $6,407+82.3% |
| Admin fee / account holder | $824 | $15,028-94.5% | $12,016-93.1% | $12,270-93.3% |