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 3-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 | $40,991 | $89,753-54.3% | $107,525-61.9% | $84,808-51.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 24.10% | 29.48%-5.4pp | 181.32%-157.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,788 | $3,113+21.7% | $3,754+0.9% | $2,631+44.0% |
| Participant deferral / active EE | $7,302 | $4,056+80.0% | $5,116+42.7% | $4,212+73.4% |
| Admin fee / account holder | $1,682 | $7,222-76.7% | $8,919-81.1% | $7,344-77.1% |