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 | $38,925 | $176,812-78.0% | $146,665-73.5% | $167,490-76.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.51% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,234 | $5,160-76.1% | $4,136-70.2% | $4,837-74.5% |
| Participant deferral / active EE | $2,181 | $6,440-66.1% | $5,506-60.4% | $6,341-65.6% |
| Admin fee / account holder | $426 | $13,259-96.8% | $10,280-95.9% | $12,309-96.5% |