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 | $32,513 | $179,726-81.9% | $156,263-79.2% | $142,382-77.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.41% | 77.86%-49.4pp | 59.47%-31.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $3,880 | $5,069-23.5% | $4,333-10.5% | $4,299-9.8% |
| Participant deferral / active EE | $6,888 | $6,956-1.0% | $6,158+11.9% | $6,507+5.9% |
| Admin fee / account holder | $1,903 | $17,272-89.0% | $14,255-86.6% | $12,624-84.9% |