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 | $95,086 | $161,352-41.1% | $134,172-29.1% | $137,256-30.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.05% | 28.72%-8.7pp | 25.30%-5.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,444 | $4,099-40.4% | $3,420-28.6% | $4,156-41.2% |
| Participant deferral / active EE | $12,478 | $5,552+124.7% | $4,690+166.0% | $6,407+94.8% |
| Admin fee / account holder | $433 | $15,028-97.1% | $12,016-96.4% | $12,270-96.5% |