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 | $52,736 | $117,983-55.3% | $101,794-48.2% | $142,382-63.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.05% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,734 | $2,773-1.4% | $2,289+19.4% | $4,299-36.4% |
| Participant deferral / active EE | $12,198 | $4,714+158.8% | $4,084+198.7% | $6,507+87.4% |
| Admin fee / account holder | $2,764 | $10,433-73.5% | $8,777-68.5% | $12,624-78.1% |