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 | $163,101-65.5% | $136,749-58.9% | $142,382-60.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.95% | 27.54%-6.6pp | 24.33%-3.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,335 | $4,117-19.0% | $3,400-1.9% | $4,299-22.4% |
| Participant deferral / active EE | $11,678 | $5,585+109.1% | $4,692+148.9% | $6,507+79.5% |
| Admin fee / account holder | $824 | $14,318-94.2% | $11,386-92.8% | $12,624-93.5% |