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 10-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 | $58,090 | $755,339-92.3% | $379,746-84.7% | $158,922-63.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 15.14% | 53.41%-38.3pp | 34.90%-19.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,937 | $4,685+5.4% | $3,540+39.5% | $4,761+3.7% |
| Participant deferral / active EE | $14,640 | $7,938+84.4% | $6,024+143.0% | $5,982+144.7% |
| Admin fee / account holder | $341 | $14,482-97.6% | $7,927-95.7% | $11,246-97.0% |