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 | $81,706 | $111,535-26.7% | $105,223-22.4% | $137,256-40.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.00% | 237.85%-211.9pp | 180.65%-154.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $4,892 | $3,939+24.2% | $3,689+32.6% | $4,156+17.7% |
| Participant deferral / active EE | $8,936 | $5,500+62.5% | $5,072+76.2% | $6,407+39.5% |
| Admin fee / account holder | $386 | $9,721-96.0% | $8,859-95.6% | $12,270-96.9% |