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 | $46,815 | $214,378-78.2% | $200,582-76.7% | $142,382-67.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 28.81% | 46.41%-17.6pp | 42.33%-13.5pp | 217.08%-188.3pp |
| Employer contribution / active EE | $9,353 | $6,841+36.7% | $6,419+45.7% | $4,299+117.6% |
| Participant deferral / active EE | $4,265 | $9,865-56.8% | $9,331-54.3% | $6,507-34.5% |
| Admin fee / account holder | $1,424 | $17,692-92.0% | $16,305-91.3% | $12,624-88.7% |