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 3-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 | $31,054 | $159,602-80.5% | $150,045-79.3% | $142,382-78.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 24.41% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $4,599 | $4,961-7.3% | $4,693-2.0% | $4,299+7.0% |
| Participant deferral / active EE | $8,236 | $8,310-0.9% | $7,997+3.0% | $6,507+26.6% |
| Admin fee / account holder | $301 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |