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 | $69,466 | $177,572-60.9% | $154,803-55.1% | $142,382-51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.82% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,088 | $4,810-56.6% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $8,039 | $6,272+28.2% | $5,540+45.1% | $6,507+23.5% |
| Admin fee / account holder | $458 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |