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 | $54,015 | $106,584-49.3% | $101,326-46.7% | $142,382-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.14% | 36.93%-11.8pp | 36.82%-11.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $7,123 | $3,956+80.1% | $3,665+94.3% | $4,299+65.7% |
| Participant deferral / active EE | $11,237 | $8,297+35.4% | $7,994+40.6% | $6,507+72.7% |
| Admin fee / account holder | $2,115 | $11,446-81.5% | $11,185-81.1% | $12,624-83.2% |