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 5-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 | $24,688 | $127,065-80.6% | $113,168-78.2% | $142,382-82.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.27% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,785 | $3,442-19.1% | $2,975-6.4% | $4,299-35.2% |
| Participant deferral / active EE | $6,231 | $5,716+9.0% | $5,107+22.0% | $6,507-4.3% |
| Admin fee / account holder | $4,408 | $15,736-72.0% | $12,068-63.5% | $12,624-65.1% |