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 | $111,535-69.1% | $105,223-67.2% | $137,256-74.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.07% | 237.85%-210.8pp | 180.65%-153.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $4,131 | $3,939+4.9% | $3,689+12.0% | $4,156-0.6% |
| Participant deferral / active EE | $10,684 | $5,500+94.3% | $5,072+110.7% | $6,407+66.8% |
| Admin fee / account holder | $1,584 | $9,721-83.7% | $8,859-82.1% | $12,270-87.1% |