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 | $33,850 | $148,534-77.2% | $135,903-75.1% | $139,434-75.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.79% | 79.19%-35.4pp | 68.23%-24.4pp | 372.94%-329.1pp |
| Employer contribution / active EE | $9,632 | $5,243+83.7% | $4,856+98.3% | $4,751+102.7% |
| Participant deferral / active EE | $6,647 | $8,100-17.9% | $7,758-14.3% | $6,710-0.9% |
| Admin fee / account holder | $2,589 | $12,400-79.1% | $10,762-75.9% | $11,403-77.3% |