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 | $41,585 | $179,726-76.9% | $156,263-73.4% | $142,382-70.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.22% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,673 | $5,069-27.5% | $4,333-15.2% | $4,299-14.6% |
| Participant deferral / active EE | $6,471 | $6,956-7.0% | $6,158+5.1% | $6,507-0.6% |
| Admin fee / account holder | $3,481 | $17,272-79.8% | $14,255-75.6% | $12,624-72.4% |