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 | $44,731 | $238,490-81.2% | $180,183-75.2% | $142,382-68.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.74% | 33.56%-18.8pp | 27.86%-13.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,992 | $6,143-35.0% | $5,039-20.8% | $4,299-7.1% |
| Participant deferral / active EE | $9,139 | $7,996+14.3% | $6,822+34.0% | $6,507+40.4% |
| Admin fee / account holder | $3,619 | $28,866-87.5% | $19,975-81.9% | $12,624-71.3% |