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 9-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 | $40,125 | $177,572-77.4% | $154,803-74.1% | $142,382-71.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,799 | $4,810-21.0% | $4,305-11.8% | $4,299-11.6% |
| Participant deferral / active EE | $9,332 | $6,272+48.8% | $5,540+68.4% | $6,507+43.4% |
| Admin fee / account holder | $3,470 | $16,786-79.3% | $14,329-75.8% | $12,624-72.5% |