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 | $26,696 | $163,101-83.6% | $136,749-80.5% | $142,382-81.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.57% | 27.54%-8.0pp | 24.33%-4.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,903 | $4,117+67.7% | $3,400+103.1% | $4,299+60.6% |
| Participant deferral / active EE | $3,564 | $5,585-36.2% | $4,692-24.0% | $6,507-45.2% |
| Admin fee / account holder | $829 | $14,318-94.2% | $11,386-92.7% | $12,624-93.4% |