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 4-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 | $54,962 | $214,378-74.4% | $200,582-72.6% | $142,382-61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.84% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,932 | $6,841-57.1% | $6,419-54.3% | $4,299-31.8% |
| Participant deferral / active EE | $11,517 | $9,865+16.8% | $9,331+23.4% | $6,507+77.0% |
| Admin fee / account holder | $1,549 | $17,692-91.2% | $16,305-90.5% | $12,624-87.7% |