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 | $54,532 | $238,490-77.1% | $180,183-69.7% | $142,382-61.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.72% | 33.56%-13.8pp | 27.86%-8.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,187 | $6,143+0.7% | $5,039+22.8% | $4,299+43.9% |
| Participant deferral / active EE | $9,259 | $7,996+15.8% | $6,822+35.7% | $6,507+42.3% |
| Admin fee / account holder | $784 | $28,866-97.3% | $19,975-96.1% | $12,624-93.8% |