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 | $55,442 | $179,726-69.2% | $156,263-64.5% | $142,382-61.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.14% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,276 | $5,069+63.3% | $4,333+91.0% | $4,299+92.5% |
| Participant deferral / active EE | $5,712 | $6,956-17.9% | $6,158-7.2% | $6,507-12.2% |
| Admin fee / account holder | $333 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |