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 | $52,698 | $154,228-65.8% | $145,433-63.8% | $137,256-61.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.49% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,990 | $4,804-58.6% | $4,554-56.3% | $4,156-52.1% |
| Participant deferral / active EE | $24,194 | $8,216+194.5% | $7,897+206.4% | $6,407+277.6% |
| Admin fee / account holder | $856 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |