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 4-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 | $43,231 | $73,933-41.5% | $96,683-55.3% | $75,163-42.5% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 23.23% | 26.70%-3.5pp | 35.69%-12.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,801 | $2,928-4.3% | $3,737-25.0% | $2,670+4.9% |
| Participant deferral / active EE | $7,518 | $3,659+105.5% | $4,878+54.1% | $4,125+82.3% |
| Admin fee / account holder | $2,433 | $5,216-53.4% | $6,730-63.9% | $5,651-57.0% |