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 | $81,557 | $117,841-30.8% | $102,423-20.4% | $145,922-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.41% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,985 | $3,615+120.9% | $3,023+164.1% | $4,660+71.4% |
| Participant deferral / active EE | $25,792 | $5,731+350.1% | $5,053+410.4% | $6,688+285.7% |
| Admin fee / account holder | $4,060 | $13,326-69.5% | $9,451-57.0% | $13,397-69.7% |