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 | $86,922-21.2% | $102,438-33.1% | $80,874-15.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.07% | 18.90%+0.2pp | 29.37%-10.3pp | 35.62%-16.5pp |
| Employer contribution / active EE | $13,025 | $2,369+449.7% | $3,024+330.8% | $2,756+372.7% |
| Participant deferral / active EE | $14,680 | $4,119+256.4% | $5,054+190.5% | $4,297+241.6% |
| Admin fee / account holder | $323 | $8,050-96.0% | $9,448-96.6% | $6,935-95.3% |