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 | $73,866 | $124,281-40.6% | $109,143-32.3% | $167,490-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.33% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $13,060 | $4,207+210.4% | $3,722+250.9% | $4,837+170.0% |
| Participant deferral / active EE | $4,102 | $5,255-22.0% | $4,653-11.9% | $6,341-35.3% |
| Admin fee / account holder | $1,802 | $7,970-77.4% | $6,752-73.3% | $12,309-85.4% |