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 3-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 | $68,516 | $86,929-21.2% | $102,423-33.1% | $80,856-15.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.07% | 18.88%+0.2pp | 29.32%-10.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $13,025 | $2,369+449.7% | $3,023+330.8% | $2,755+372.8% |
| Participant deferral / active EE | $14,680 | $4,118+256.4% | $5,053+190.5% | $4,296+241.7% |
| Admin fee / account holder | $323 | $8,049-96.0% | $9,451-96.6% | $6,918-95.3% |