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 7-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 | $50,202 | $209,336-76.0% | $197,124-74.5% | $137,256-63.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.88% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,215 | $6,591-51.2% | $6,227-48.4% | $4,156-22.6% |
| Participant deferral / active EE | $6,894 | $9,614-28.3% | $9,135-24.5% | $6,407+7.6% |
| Admin fee / account holder | $494 | $17,308-97.1% | $16,298-97.0% | $12,270-96.0% |