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 6-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 | $79,244 | $154,117-48.6% | $129,995-39.0% | $139,434-43.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.67% | 32.48%-19.8pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,221 | $5,289-58.0% | $4,320-48.6% | $4,751-53.2% |
| Participant deferral / active EE | $26,025 | $6,710+287.9% | $5,820+347.2% | $6,710+287.8% |
| Admin fee / account holder | $975 | $14,007-93.0% | $10,614-90.8% | $11,403-91.4% |