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 | $55,496 | $177,572-68.7% | $154,803-64.2% | $142,382-61.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 31.05% | 65.07%-34.0pp | 58.88%-27.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $4,001 | $4,810-16.8% | $4,305-7.1% | $4,299-6.9% |
| Participant deferral / active EE | $7,605 | $6,272+21.3% | $5,540+37.3% | $6,507+16.9% |
| Admin fee / account holder | $1,724 | $16,786-89.7% | $14,329-88.0% | $12,624-86.3% |