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 | $54,418 | $154,228-64.7% | $145,433-62.6% | $137,256-60.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.70% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $6,254 | $4,804+30.2% | $4,554+37.3% | $4,156+50.5% |
| Participant deferral / active EE | $16,653 | $8,216+102.7% | $7,897+110.9% | $6,407+159.9% |
| Admin fee / account holder | $600 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |