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 | $48,473 | $77,503-37.5% | $100,391-51.7% | $80,856-40.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 37.25% | 37.20%+0.1pp | 49.20%-11.9pp | 35.59%+1.7pp |
| Employer contribution / active EE | $4,195 | $2,801+49.8% | $3,942+6.4% | $2,755+52.3% |
| Participant deferral / active EE | $9,082 | $6,820+33.2% | $8,082+12.4% | $4,296+111.4% |
| Admin fee / account holder | $2,686 | $5,897-54.5% | $7,899-66.0% | $6,918-61.2% |