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 | $23,033 | $76,312-69.8% | $67,221-65.7% | $158,922-85.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.56% | 22.77%-5.2pp | 20.72%-3.2pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,140 | $4,476-29.9% | $3,723-15.7% | $4,761-34.0% |
| Participant deferral / active EE | $3,116 | $5,264-40.8% | $4,384-28.9% | $5,982-47.9% |
| Admin fee / account holder | $1,530 | $8,005-80.9% | $5,844-73.8% | $11,246-86.4% |