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 6-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 | $115,455 | $117,841-2.0% | $102,423+12.7% | $145,922-20.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.06% | 31.65%-13.6pp | 29.32%-11.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,547 | $3,615-29.5% | $3,023-15.8% | $4,660-45.3% |
| Participant deferral / active EE | $17,587 | $5,731+206.9% | $5,053+248.1% | $6,688+163.0% |
| Admin fee / account holder | $586 | $13,326-95.6% | $9,451-93.8% | $13,397-95.6% |