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 | $30,729 | $159,602-80.7% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 38.61% | 70.24%-31.6pp | 62.55%-23.9pp | 217.08%-178.5pp |
| Employer contribution / active EE | $2,385 | $4,961-51.9% | $4,693-49.2% | $4,299-44.5% |
| Participant deferral / active EE | $5,080 | $8,310-38.9% | $7,997-36.5% | $6,507-21.9% |
| Admin fee / account holder | $300 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |