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 | $68,265 | $127,065-46.3% | $113,168-39.7% | $142,382-52.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.51% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,206 | $3,442-35.9% | $2,975-25.9% | $4,299-48.7% |
| Participant deferral / active EE | $16,383 | $5,716+186.6% | $5,107+220.8% | $6,507+151.8% |
| Admin fee / account holder | $776 | $15,736-95.1% | $12,068-93.6% | $12,624-93.9% |