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 | $52,890 | $106,584-50.4% | $101,326-47.8% | $142,382-62.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.32% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,061 | $3,956-22.6% | $3,665-16.5% | $4,299-28.8% |
| Participant deferral / active EE | $3,830 | $8,297-53.8% | $7,994-52.1% | $6,507-41.1% |
| Admin fee / account holder | $592 | $11,446-94.8% | $11,185-94.7% | $12,624-95.3% |