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 | $58,246 | $117,983-50.6% | $101,794-42.8% | $142,382-59.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.10% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,698 | $2,773+141.6% | $2,289+192.6% | $4,299+55.8% |
| Participant deferral / active EE | $6,728 | $4,714+42.7% | $4,084+64.7% | $6,507+3.4% |
| Admin fee / account holder | $8,433 | $10,433-19.2% | $8,777-3.9% | $12,624-33.2% |