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 | $51,462 | $214,378-76.0% | $200,582-74.3% | $142,382-63.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.51% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,657 | $6,841-46.5% | $6,419-43.0% | $4,299-14.9% |
| Participant deferral / active EE | $10,850 | $9,865+10.0% | $9,331+16.3% | $6,507+66.7% |
| Admin fee / account holder | $1,312 | $17,692-92.6% | $16,305-92.0% | $12,624-89.6% |