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 8-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 | $56,884 | $125,758-54.8% | $169,993-66.5% | $75,163-24.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.13% | 27.20%-2.1pp | 53.37%-28.2pp | 160.62%-135.5pp |
| Employer contribution / active EE | $6,384 | $4,615+38.3% | $6,785-5.9% | $2,670+139.1% |
| Participant deferral / active EE | $18,532 | $6,837+171.0% | $10,408+78.1% | $4,125+349.3% |
| Admin fee / account holder | $2,629 | $8,173-67.8% | $12,815-79.5% | $5,651-53.5% |