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 7-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 | $25,770 | $117,859-78.1% | $102,438-74.8% | $145,959-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.40% | 31.72%-22.3pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,024+106.7% | $4,661+34.1% |
| Participant deferral / active EE | $3,929 | $5,732-31.5% | $5,054-22.3% | $6,689-41.3% |
| Admin fee / account holder | $1,555 | $13,318-88.3% | $9,448-83.5% | $13,398-88.4% |