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 | $43,887 | $201,272-78.2% | $184,203-76.2% | $145,922-69.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.95% | 29.00%-1.0pp | 28.81%-0.9pp | 561.29%-533.3pp |
| Employer contribution / active EE | $5,146 | $7,022-26.7% | $6,427-19.9% | $4,660+10.4% |
| Participant deferral / active EE | $6,104 | $9,806-37.7% | $9,131-33.2% | $6,688-8.7% |
| Admin fee / account holder | $1,069 | $16,364-93.5% | $13,901-92.3% | $13,397-92.0% |