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 | $24,311 | $57,541-57.7% | $95,745-74.6% | $75,163-67.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 42.62% | 34.93%+7.7pp | 28.35%+14.3pp | 160.62%-118.0pp |
| Employer contribution / active EE | $2,828 | $1,808+56.4% | $2,835-0.2% | $2,670+5.9% |
| Participant deferral / active EE | $7,197 | $3,074+134.1% | $4,245+69.6% | $4,125+74.5% |
| Admin fee / account holder | $831 | $4,099-79.7% | $5,678-85.4% | $5,651-85.3% |