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 | $22,202 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.82% | 74.59%-47.8pp | 66.58%-39.8pp | 220.34%-193.5pp |
| Employer contribution / active EE | $4,066 | $4,804-15.4% | $4,554-10.7% | $4,156-2.2% |
| Participant deferral / active EE | $8,020 | $8,216-2.4% | $7,897+1.6% | $6,407+25.2% |
| Admin fee / account holder | $13,597 | $14,344-5.2% | $13,129+3.6% | $12,270+10.8% |