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 | $35,856 | $179,726-80.0% | $156,263-77.1% | $142,382-74.8% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 23.76% | 77.86%-54.1pp | 59.47%-35.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,040 | $5,069-20.3% | $4,333-6.8% | $4,299-6.0% |
| Participant deferral / active EE | $9,768 | $6,956+40.4% | $6,158+58.6% | $6,507+50.1% |
| Admin fee / account holder | $2,629 | $17,272-84.8% | $14,255-81.6% | $12,624-79.2% |