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 | $18,038 | $148,534-87.9% | $135,903-86.7% | $139,434-87.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.14% | 79.19%-53.0pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,612 | $5,243-31.1% | $4,856-25.6% | $4,751-24.0% |
| Participant deferral / active EE | $10,989 | $8,100+35.7% | $7,758+41.6% | $6,710+63.8% |
| Admin fee / account holder | $1,159 | $12,400-90.7% | $10,762-89.2% | $11,403-89.8% |