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 | $23,872 | $179,726-86.7% | $156,263-84.7% | $142,382-83.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 35.44% | 77.86%-42.4pp | 59.47%-24.0pp | 217.08%-181.6pp |
| Employer contribution / active EE | $8,815 | $5,069+73.9% | $4,333+103.4% | $4,299+105.0% |
| Participant deferral / active EE | $11,169 | $6,956+60.6% | $6,158+81.4% | $6,507+71.6% |
| Admin fee / account holder | $2,644 | $17,272-84.7% | $14,255-81.5% | $12,624-79.1% |