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 | $51,730 | $214,378-75.9% | $200,582-74.2% | $142,382-63.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.89% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,148 | $6,841-54.0% | $6,419-51.0% | $4,299-26.8% |
| Participant deferral / active EE | $13,376 | $9,865+35.6% | $9,331+43.3% | $6,507+105.6% |
| Admin fee / account holder | $308 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |