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 4-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 | $41,228 | $127,065-67.6% | $113,168-63.6% | $142,382-71.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.74% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,488 | $3,442+1.3% | $2,975+17.2% | $4,299-18.9% |
| Participant deferral / active EE | $6,945 | $5,716+21.5% | $5,107+36.0% | $6,507+6.7% |
| Admin fee / account holder | $415 | $15,736-97.4% | $12,068-96.6% | $12,624-96.7% |