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 6-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 | $21,359 | $69,207-69.1% | $64,056-66.7% | $139,434-84.7% |
| Participation rate | 92.9% | 75.6%+17.3pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 30.46% | 45.88%-15.4pp | 33.69%-3.2pp | 372.94%-342.5pp |
| Employer contribution / active EE | $4,512 | $3,182+41.8% | $2,747+64.3% | $4,751-5.0% |
| Participant deferral / active EE | $8,567 | $4,682+83.0% | $3,880+120.8% | $6,710+27.7% |
| Admin fee / account holder | $1,032 | $4,244-75.7% | $3,068-66.4% | $11,403-90.9% |