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 | $72,857 | $201,259-63.8% | $184,200-60.4% | $145,959-50.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.80% | 28.98%-13.2pp | 28.80%-13.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,227 | $7,018-68.3% | $6,424-65.3% | $4,661-52.2% |
| Participant deferral / active EE | $6,597 | $9,806-32.7% | $9,132-27.8% | $6,689-1.4% |
| Admin fee / account holder | $1,250 | $16,372-92.4% | $13,907-91.0% | $13,398-90.7% |