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 | $45,384 | $227,553-80.1% | $189,557-76.1% | $167,490-72.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.88% | 78.40%-60.5pp | 64.17%-46.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,452 | $5,316-72.7% | $4,412-67.1% | $4,837-70.0% |
| Participant deferral / active EE | $13,051 | $7,002+86.4% | $6,174+111.4% | $6,341+105.8% |
| Admin fee / account holder | $692 | $11,878-94.2% | $9,807-92.9% | $12,309-94.4% |