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 | $38,860 | $104,974-63.0% | $95,585-59.3% | $142,382-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 31.88% | 210.33%-178.5pp | 38.56%-6.7pp | 217.08%-185.2pp |
| Employer contribution / active EE | $2,707 | $2,779-2.6% | $2,527+7.1% | $4,299-37.0% |
| Participant deferral / active EE | $4,946 | $4,352+13.7% | $4,023+23.0% | $6,507-24.0% |
| Admin fee / account holder | $366 | $6,386-94.3% | $6,127-94.0% | $12,624-97.1% |