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 6-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 | $41,195 | $176,812-76.7% | $146,665-71.9% | $167,490-75.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 31.65% | 24.03%+7.6pp | 22.74%+8.9pp | 478.56%-446.9pp |
| Employer contribution / active EE | $1,752 | $5,160-66.1% | $4,136-57.6% | $4,837-63.8% |
| Participant deferral / active EE | $17,898 | $6,440+177.9% | $5,506+225.1% | $6,341+182.2% |
| Admin fee / account holder | $481 | $13,259-96.4% | $10,280-95.3% | $12,309-96.1% |