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 | $40,333 | $159,602-74.7% | $150,045-73.1% | $142,382-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.71% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $5,065 | $4,961+2.1% | $4,693+7.9% | $4,299+17.8% |
| Participant deferral / active EE | $8,649 | $8,310+4.1% | $7,997+8.1% | $6,507+32.9% |
| Admin fee / account holder | $781 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |