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 | $45,556 | $159,602-71.5% | $150,045-69.6% | $142,382-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.29% | 70.24%-45.9pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,517 | $4,961-29.1% | $4,693-25.1% | $4,299-18.2% |
| Participant deferral / active EE | $9,812 | $8,310+18.1% | $7,997+22.7% | $6,507+50.8% |
| Admin fee / account holder | $525 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |