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 | $44,893 | $214,378-79.1% | $200,582-77.6% | $142,382-68.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,293 | $6,841-8.0% | $6,419-2.0% | $4,299+46.4% |
| Participant deferral / active EE | $6,955 | $9,865-29.5% | $9,331-25.5% | $6,507+6.9% |
| Admin fee / account holder | $352 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |