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 | $45,452 | $114,381-60.3% | $107,525-57.7% | $142,382-68.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.73% | 242.71%-215.0pp | 181.32%-153.6pp | 217.08%-189.3pp |
| Employer contribution / active EE | $5,826 | $4,015+45.1% | $3,754+55.2% | $4,299+35.5% |
| Participant deferral / active EE | $13,434 | $5,564+141.4% | $5,116+162.6% | $6,507+106.4% |
| Admin fee / account holder | $2,763 | $9,860-72.0% | $8,919-69.0% | $12,624-78.1% |