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 | $47,253 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 76.57% | 74.59%+2.0pp | 66.58%+10.0pp | 220.34%-143.8pp |
| Employer contribution / active EE | $2,862 | $4,804-40.4% | $4,554-37.2% | $4,156-31.1% |
| Participant deferral / active EE | $4,879 | $8,216-40.6% | $7,897-38.2% | $6,407-23.9% |
| Admin fee / account holder | $18,369 | $14,344+28.1% | $13,129+39.9% | $12,270+49.7% |