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 | $69,971 | $98,750-29.1% | $149,696-53.3% | $79,858-12.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 28.87% | 27.43%+1.4pp | 276.60%-247.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $3,559 | $3,216+10.6% | $4,644-23.4% | $2,471+44.0% |
| Participant deferral / active EE | $10,703 | $5,680+88.4% | $6,842+56.4% | $3,740+186.2% |
| Admin fee / account holder | $1,867 | $6,053-69.2% | $9,309-79.9% | $5,306-64.8% |