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 | $88,270 | $127,065-30.5% | $113,168-22.0% | $142,382-38.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.68% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,743 | $3,442-49.4% | $2,975-41.4% | $4,299-59.5% |
| Participant deferral / active EE | $4,224 | $5,716-26.1% | $5,107-17.3% | $6,507-35.1% |
| Admin fee / account holder | $16,522 | $15,736+5.0% | $12,068+36.9% | $12,624+30.9% |