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 | $104,317 | $227,553-54.2% | $189,557-45.0% | $167,490-37.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.88% | 78.40%-66.5pp | 64.17%-52.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,849 | $5,316-65.2% | $4,412-58.1% | $4,837-61.8% |
| Participant deferral / active EE | $16,931 | $7,002+141.8% | $6,174+174.2% | $6,341+167.0% |
| Admin fee / account holder | $5,873 | $11,878-50.6% | $9,807-40.1% | $12,309-52.3% |