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 | $38,495 | $214,378-82.0% | $200,582-80.8% | $142,382-73.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.46% | 46.41%-27.9pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,412 | $6,841-64.7% | $6,419-62.4% | $4,299-43.9% |
| Participant deferral / active EE | $7,240 | $9,865-26.6% | $9,331-22.4% | $6,507+11.3% |
| Admin fee / account holder | $559 | $17,692-96.8% | $16,305-96.6% | $12,624-95.6% |