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 4-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 | $47,515 | $117,841-59.7% | $102,423-53.6% | $145,922-67.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $8,832 | $3,615+144.3% | $3,023+192.1% | $4,660+89.5% |
| Participant deferral / active EE | $5,296 | $5,731-7.6% | $5,053+4.8% | $6,688-20.8% |
| Admin fee / account holder | $868 | $13,326-93.5% | $9,451-90.8% | $13,397-93.5% |