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 | $98,396 | $138,347-28.9% | $184,203-46.6% | $80,856+21.7% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.6%+17.1pp |
| Annual return | 19.99% | 20.02%0pp | 28.81%-8.8pp | 35.59%-15.6pp |
| Employer contribution / active EE | $20,000 | $4,850+312.3% | $6,427+211.2% | $2,755+626.0% |
| Participant deferral / active EE | $14,081 | $7,071+99.1% | $9,131+54.2% | $4,296+227.8% |
| Admin fee / account holder | $431 | $10,483-95.9% | $13,901-96.9% | $6,918-93.8% |