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 | $34,471 | $114,381-69.9% | $107,525-67.9% | $142,382-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.07% | 242.71%-215.6pp | 181.32%-154.2pp | 217.08%-190.0pp |
| Employer contribution / active EE | $4,131 | $4,015+2.9% | $3,754+10.1% | $4,299-3.9% |
| Participant deferral / active EE | $10,684 | $5,564+92.0% | $5,116+108.9% | $6,507+64.2% |
| Admin fee / account holder | $1,584 | $9,860-83.9% | $8,919-82.2% | $12,624-87.5% |