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 3-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 | $34,485 | $127,065-72.9% | $113,168-69.5% | $142,382-75.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.06% | 24.03%-1.0pp | 24.27%-1.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,101 | $3,442-38.9% | $2,975-29.4% | $4,299-51.1% |
| Participant deferral / active EE | $15,637 | $5,716+173.6% | $5,107+206.2% | $6,507+140.3% |
| Admin fee / account holder | $1,609 | $15,736-89.8% | $12,068-86.7% | $12,624-87.3% |