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 | $72,999 | $163,101-55.2% | $136,749-46.6% | $142,382-48.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.16% | 27.54%-8.4pp | 24.33%-5.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,456 | $4,117+32.5% | $3,400+60.5% | $4,299+26.9% |
| Participant deferral / active EE | $4,126 | $5,585-26.1% | $4,692-12.1% | $6,507-36.6% |
| Admin fee / account holder | $810 | $14,318-94.3% | $11,386-92.9% | $12,624-93.6% |