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 7-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 | $54,706 | $98,750-44.6% | $149,696-63.5% | $79,858-31.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.25% | 27.43%-5.2pp | 276.60%-254.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $3,137 | $3,216-2.5% | $4,644-32.4% | $2,471+27.0% |
| Participant deferral / active EE | $3,213 | $5,680-43.4% | $6,842-53.0% | $3,740-14.1% |
| Admin fee / account holder | $1,878 | $6,053-69.0% | $9,309-79.8% | $5,306-64.6% |