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 | $35,715 | $201,259-82.3% | $184,200-80.6% | $145,959-75.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.51% | 28.98%-2.5pp | 28.80%-2.3pp | 561.95%-535.4pp |
| Employer contribution / active EE | $3,460 | $7,018-50.7% | $6,424-46.1% | $4,661-25.8% |
| Participant deferral / active EE | $6,513 | $9,806-33.6% | $9,132-28.7% | $6,689-2.6% |
| Admin fee / account holder | $3,082 | $16,372-81.2% | $13,907-77.8% | $13,398-77.0% |