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 | $32,518 | $179,726-81.9% | $156,263-79.2% | $142,382-77.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.03% | 77.86%-50.8pp | 59.47%-32.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,411 | $5,069-52.4% | $4,333-44.4% | $4,299-43.9% |
| Participant deferral / active EE | $10,374 | $6,956+49.1% | $6,158+68.4% | $6,507+59.4% |
| Admin fee / account holder | $1,478 | $17,272-91.4% | $14,255-89.6% | $12,624-88.3% |