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 | $33,717 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.35% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $3,550 | $4,810-26.2% | $4,305-17.6% | $4,299-17.4% |
| Participant deferral / active EE | $6,159 | $6,272-1.8% | $5,540+11.2% | $6,507-5.4% |
| Admin fee / account holder | $1,017 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |