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 3-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 | $129,390 | $81,248+59.3% | $155,509-16.8% | $80,856+60.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 30590.01% | 33.31%+30556.7pp | 64.67%+30525.3pp | 35.59%+30554.4pp |
| Employer contribution / active EE | $3,247 | $3,100+4.7% | $4,672-30.5% | $2,755+17.9% |
| Participant deferral / active EE | $2,477 | $3,452-28.2% | $5,626-56.0% | $4,296-42.3% |
| Admin fee / account holder | $2,842 | $7,997-64.5% | $15,912-82.1% | $6,918-58.9% |