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 | $25,358 | $127,065-80.0% | $113,168-77.6% | $142,382-82.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.65% | 24.03%+2.6pp | 24.27%+2.4pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,777 | $3,442+9.7% | $2,975+26.9% | $4,299-12.2% |
| Participant deferral / active EE | $6,990 | $5,716+22.3% | $5,107+36.9% | $6,507+7.4% |
| Admin fee / account holder | $2,766 | $15,736-82.4% | $12,068-77.1% | $12,624-78.1% |