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 9-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 | $57,178 | $162,781-64.9% | $133,956-57.3% | $158,922-64.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.81% | 41.94%-34.1pp | 45.09%-37.3pp | 302.83%-295.0pp |
| Employer contribution / active EE | $5,215 | $4,975+4.8% | $3,919+33.1% | $4,761+9.5% |
| Participant deferral / active EE | $6,428 | $5,911+8.8% | $5,048+27.4% | $5,982+7.5% |
| Admin fee / account holder | $3,446 | $11,736-70.6% | $8,927-61.4% | $11,246-69.4% |