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 3-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 | $51,671 | $201,259-74.3% | $184,200-71.9% | $145,959-64.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.64% | 28.98%-11.3pp | 28.80%-11.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $11,962 | $7,018+70.4% | $6,424+86.2% | $4,661+156.7% |
| Participant deferral / active EE | $12,365 | $9,806+26.1% | $9,132+35.4% | $6,689+84.9% |
| Admin fee / account holder | $3,908 | $16,372-76.1% | $13,907-71.9% | $13,398-70.8% |