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 | $47,133 | $154,117-69.4% | $129,995-63.7% | $139,434-66.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.35% | 32.48%-10.1pp | -137.18%+159.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $5,245 | $5,289-0.8% | $4,320+21.4% | $4,751+10.4% |
| Participant deferral / active EE | $13,053 | $6,710+94.5% | $5,820+124.3% | $6,710+94.5% |
| Admin fee / account holder | $7,728 | $14,007-44.8% | $10,614-27.2% | $11,403-32.2% |