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 | $73,642 | $100,004-26.4% | $81,438-9.6% | $145,959-49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 34.34%-24.7pp | 24.74%-15.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $5,129 | $2,970+72.7% | $2,460+108.4% | $4,661+10.0% |
| Participant deferral / active EE | $5,529 | $4,603+20.1% | $3,883+42.4% | $6,689-17.3% |
| Admin fee / account holder | $3,640 | $8,202-55.6% | $5,764-36.9% | $13,398-72.8% |