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 | $22,176 | $117,983-81.2% | $101,794-78.2% | $142,382-84.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.81% | 36.92%-9.1pp | 30.53%-2.7pp | 217.08%-189.3pp |
| Employer contribution / active EE | $2,273 | $2,773-18.0% | $2,289-0.7% | $4,299-47.1% |
| Participant deferral / active EE | $6,666 | $4,714+41.4% | $4,084+63.2% | $6,507+2.4% |
| Admin fee / account holder | $885 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |