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 | $60,141 | $172,111-65.1% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 48.91% | 69.37%-20.5pp | 62.79%-13.9pp | 220.34%-171.4pp |
| Employer contribution / active EE | $1,295 | $4,636-72.1% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $3,421 | $6,166-44.5% | $5,453-37.3% | $6,407-46.6% |
| Admin fee / account holder | $1,113 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |