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 6-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 | $63,768 | $97,125-34.3% | $86,233-26.1% | $137,256-53.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.60% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $8,343 | $2,841+193.7% | $2,504+233.2% | $4,156+100.8% |
| Participant deferral / active EE | $19,627 | $5,180+278.9% | $4,559+330.5% | $6,407+206.3% |
| Admin fee / account holder | $6,735 | $9,725-30.7% | $8,342-19.3% | $12,270-45.1% |