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 5-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 | $51,465 | $140,940-63.5% | $112,229-54.1% | $139,434-63.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.48% | 32.71%-7.2pp | 30.20%-4.7pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,909 | $4,283-8.7% | $3,430+14.0% | $4,751-17.7% |
| Participant deferral / active EE | $11,144 | $5,874+89.7% | $4,798+132.3% | $6,710+66.1% |
| Admin fee / account holder | $334 | $9,954-96.6% | $7,748-95.7% | $11,403-97.1% |