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 6-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 | $48,201 | $162,781-70.4% | $133,956-64.0% | $158,922-69.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.62% | 41.94%-19.3pp | 45.09%-22.5pp | 302.83%-280.2pp |
| Employer contribution / active EE | $10,954 | $4,975+120.2% | $3,919+179.5% | $4,761+130.1% |
| Participant deferral / active EE | $3,448 | $5,911-41.7% | $5,048-31.7% | $5,982-42.4% |
| Admin fee / account holder | $457 | $11,736-96.1% | $8,927-94.9% | $11,246-95.9% |