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 | $46,424 | $163,101-71.5% | $136,749-66.1% | $142,382-67.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.34% | 27.54%-6.2pp | 24.33%-3.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,506 | $4,117+82.3% | $3,400+120.8% | $4,299+74.6% |
| Participant deferral / active EE | $3,180 | $5,585-43.1% | $4,692-32.2% | $6,507-51.1% |
| Admin fee / account holder | $1,318 | $14,318-90.8% | $11,386-88.4% | $12,624-89.6% |