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 | $63,572 | $97,125-34.5% | $86,233-26.3% | $137,256-53.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 55.95% | 74.19%-18.2pp | 61.39%-5.4pp | 220.34%-164.4pp |
| Employer contribution / active EE | $4,281 | $2,841+50.7% | $2,504+71.0% | $4,156+3.0% |
| Participant deferral / active EE | $11,731 | $5,180+126.5% | $4,559+157.3% | $6,407+83.1% |
| Admin fee / account holder | $501 | $9,725-94.8% | $8,342-94.0% | $12,270-95.9% |