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 5-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 | $37,106 | $94,338-60.7% | $100,534-63.1% | $142,382-73.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 30.22% | 29.20%+1.0pp | 32.66%-2.4pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,170 | $4,237-25.2% | $4,346-27.1% | $4,299-26.3% |
| Participant deferral / active EE | $5,181 | $5,934-12.7% | $6,144-15.7% | $6,507-20.4% |
| Admin fee / account holder | $651 | $8,421-92.3% | $7,654-91.5% | $12,624-94.8% |