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 | $78,927 | $157,256-49.8% | $141,162-44.1% | $152,861-48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.27% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $4,586 | $5,261-12.8% | $4,735-3.2% | $4,762-3.7% |
| Participant deferral / active EE | $10,743 | $7,109+51.1% | $6,709+60.1% | $5,850+83.6% |
| Admin fee / account holder | $10,805 | $12,120-10.8% | $10,261+5.3% | $11,596-6.8% |