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 4-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 | $48,916 | $214,378-77.2% | $200,582-75.6% | $142,382-65.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.06% | 46.41%-32.3pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,208 | $6,841-53.1% | $6,419-50.0% | $4,299-25.4% |
| Participant deferral / active EE | $12,474 | $9,865+26.5% | $9,331+33.7% | $6,507+91.7% |
| Admin fee / account holder | $464 | $17,692-97.4% | $16,305-97.2% | $12,624-96.3% |