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 | $30,520 | $94,338-67.6% | $100,534-69.6% | $142,382-78.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 41.66% | 29.20%+12.5pp | 32.66%+9.0pp | 217.08%-175.4pp |
| Employer contribution / active EE | $3,855 | $4,237-9.0% | $4,346-11.3% | $4,299-10.3% |
| Participant deferral / active EE | $6,464 | $5,934+8.9% | $6,144+5.2% | $6,507-0.7% |
| Admin fee / account holder | $1,687 | $8,421-80.0% | $7,654-78.0% | $12,624-86.6% |