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 | $37,149 | $106,584-65.1% | $101,326-63.3% | $142,382-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.33% | 36.93%-21.6pp | 36.82%-21.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,198 | $3,956-44.4% | $3,665-40.0% | $4,299-48.9% |
| Participant deferral / active EE | $6,573 | $8,297-20.8% | $7,994-17.8% | $6,507+1.0% |
| Admin fee / account holder | $9,898 | $11,446-13.5% | $11,185-11.5% | $12,624-21.6% |