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 4-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 | $31,506 | $117,859-73.3% | $102,438-69.2% | $145,959-78.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 31.72%-20.2pp | 29.37%-17.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $4,072 | $3,615+12.6% | $3,024+34.7% | $4,661-12.6% |
| Participant deferral / active EE | $8,317 | $5,732+45.1% | $5,054+64.6% | $6,689+24.4% |
| Admin fee / account holder | $915 | $13,318-93.1% | $9,448-90.3% | $13,398-93.2% |