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 | $28,312 | $214,378-86.8% | $200,582-85.9% | $142,382-80.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.77% | 46.41%-21.6pp | 42.33%-17.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $4,688 | $6,841-31.5% | $6,419-27.0% | $4,299+9.1% |
| Participant deferral / active EE | $8,261 | $9,865-16.3% | $9,331-11.5% | $6,507+26.9% |
| Admin fee / account holder | $1,299 | $17,692-92.7% | $16,305-92.0% | $12,624-89.7% |