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 | $28,446 | $93,571-69.6% | $135,903-79.1% | $75,163-62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 36.81% | 30.90%+5.9pp | 68.23%-31.4pp | 160.62%-123.8pp |
| Employer contribution / active EE | $4,164 | $3,537+17.7% | $4,856-14.3% | $2,670+56.0% |
| Participant deferral / active EE | $8,943 | $6,404+39.6% | $7,758+15.3% | $4,125+116.8% |
| Admin fee / account holder | $1,206 | $6,975-82.7% | $10,762-88.8% | $5,651-78.7% |