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 | $38,588 | $112,729-65.8% | $98,716-60.9% | $137,256-71.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.43% | 38.48%-13.1pp | 31.81%-6.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,635 | $2,725-40.0% | $2,279-28.3% | $4,156-60.7% |
| Participant deferral / active EE | $6,236 | $4,640+34.4% | $4,048+54.1% | $6,407-2.7% |
| Admin fee / account holder | $367 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |