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 5-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 | $51,357 | $78,422-34.5% | $95,952-46.5% | $79,858-35.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.78% | 19.37%-1.6pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,059 | $1,945+108.7% | $2,541+59.7% | $2,471+64.3% |
| Participant deferral / active EE | $9,557 | $3,440+177.8% | $4,167+129.3% | $3,740+155.5% |
| Admin fee / account holder | $4,017 | $5,622-28.6% | $6,795-40.9% | $5,306-24.3% |