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 | $209,336-78.6% | $197,124-77.2% | $137,256-67.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.59% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,293 | $6,591-4.5% | $6,227+1.0% | $4,156+51.4% |
| Participant deferral / active EE | $6,955 | $9,614-27.7% | $9,135-23.9% | $6,407+8.6% |
| Admin fee / account holder | $352 | $17,308-98.0% | $16,298-97.8% | $12,270-97.1% |