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 | $34,664 | $100,970-65.7% | $96,576-64.1% | $137,256-74.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 236.40% | 38.16%+198.2pp | 38.47%+197.9pp | 220.34%+16.1pp |
| Employer contribution / active EE | $3,886 | $3,809+2.0% | $3,553+9.4% | $4,156-6.5% |
| Participant deferral / active EE | $4,560 | $8,286-45.0% | $7,956-42.7% | $6,407-28.8% |
| Admin fee / account holder | $603 | $11,312-94.7% | $11,381-94.7% | $12,270-95.1% |