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 6-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 | $86,986 | $117,841-26.2% | $102,423-15.1% | $145,922-40.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 16.50% | 31.65%-15.2pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,973 | $3,615-45.4% | $3,023-34.7% | $4,660-57.7% |
| Participant deferral / active EE | $15,946 | $5,731+178.3% | $5,053+215.6% | $6,688+138.4% |
| Admin fee / account holder | $2,711 | $13,326-79.7% | $9,451-71.3% | $13,397-79.8% |