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 | $33,027 | $179,726-81.6% | $156,263-78.9% | $142,382-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.11% | 77.86%-60.7pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,893 | $5,069-3.5% | $4,333+12.9% | $4,299+13.8% |
| Participant deferral / active EE | $7,886 | $6,956+13.4% | $6,158+28.0% | $6,507+21.2% |
| Admin fee / account holder | $3,145 | $17,272-81.8% | $14,255-77.9% | $12,624-75.1% |