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 5-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 | $32,542 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.30% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,435 | $4,961+29.7% | $4,693+37.1% | $4,299+49.7% |
| Participant deferral / active EE | $6,490 | $8,310-21.9% | $7,997-18.8% | $6,507-0.3% |
| Admin fee / account holder | $514 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |