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 | $100,970-46.5% | $96,576-44.1% | $137,256-60.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.14% | 38.16%-13.0pp | 38.47%-13.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $7,123 | $3,809+87.0% | $3,553+100.5% | $4,156+71.4% |
| Participant deferral / active EE | $11,237 | $8,286+35.6% | $7,956+41.2% | $6,407+75.4% |
| Admin fee / account holder | $2,115 | $11,312-81.3% | $11,381-81.4% | $12,270-82.8% |