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 | $34,418 | $124,281-72.3% | $109,143-68.5% | $167,490-79.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.13% | 26.04%-1.9pp | 25.75%-1.6pp | 478.56%-454.4pp |
| Employer contribution / active EE | $5,715 | $4,207+35.8% | $3,722+53.6% | $4,837+18.1% |
| Participant deferral / active EE | $15,995 | $5,255+204.4% | $4,653+243.7% | $6,341+152.2% |
| Admin fee / account holder | $572 | $7,970-92.8% | $6,752-91.5% | $12,309-95.4% |