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 | $47,967 | $127,065-62.2% | $113,168-57.6% | $142,382-66.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 42.79% | 24.03%+18.8pp | 24.27%+18.5pp | 217.08%-174.3pp |
| Employer contribution / active EE | $14,359 | $3,442+317.2% | $2,975+382.6% | $4,299+234.0% |
| Participant deferral / active EE | $30,260 | $5,716+429.4% | $5,107+492.5% | $6,507+365.0% |
| Admin fee / account holder | $11,062 | $15,736-29.7% | $12,068-8.3% | $12,624-12.4% |