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 | $26,313 | $107,452-75.5% | $91,541-71.3% | $142,382-81.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.88% | 22.06%-1.2pp | 20.50%+0.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $5,597 | $2,994+86.9% | $2,505+123.5% | $4,299+30.2% |
| Participant deferral / active EE | $8,834 | $4,754+85.8% | $4,008+120.4% | $6,507+35.8% |
| Admin fee / account holder | $384 | $8,834-95.7% | $6,956-94.5% | $12,624-97.0% |