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 | $28,202 | $100,773-72.0% | $88,946-68.3% | $142,382-80.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 91.16% | 70.18%+21.0pp | 57.82%+33.3pp | 217.08%-125.9pp |
| Employer contribution / active EE | $3,492 | $2,918+19.7% | $2,555+36.7% | $4,299-18.8% |
| Participant deferral / active EE | $12,247 | $5,230+134.1% | $4,581+167.3% | $6,507+88.2% |
| Admin fee / account holder | $2,738 | $9,693-71.8% | $8,261-66.9% | $12,624-78.3% |