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 10-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 | $41,969 | $157,256-73.3% | $141,162-70.3% | $152,861-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.12% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,639 | $5,261-11.8% | $4,735-2.0% | $4,762-2.6% |
| Participant deferral / active EE | $6,864 | $7,109-3.5% | $6,709+2.3% | $5,850+17.3% |
| Admin fee / account holder | $470 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |