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 | $34,178 | $114,381-70.1% | $107,525-68.2% | $142,382-76.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.11% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,025 | $4,015+0.3% | $3,754+7.2% | $4,299-6.4% |
| Participant deferral / active EE | $5,725 | $5,564+2.9% | $5,116+11.9% | $6,507-12.0% |
| Admin fee / account holder | $562 | $9,860-94.3% | $8,919-93.7% | $12,624-95.6% |