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 | $53,241 | $106,515-50.0% | $96,683-44.9% | $139,434-61.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.07% | 38.43%-18.4pp | 35.69%-15.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,637 | $4,103-11.3% | $3,737-2.7% | $4,751-23.4% |
| Participant deferral / active EE | $12,751 | $5,454+133.8% | $4,878+161.4% | $6,710+90.0% |
| Admin fee / account holder | $2,629 | $7,877-66.6% | $6,730-60.9% | $11,403-76.9% |