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 | $43,051 | $89,753-52.0% | $107,525-60.0% | $84,808-49.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 54.84% | 29.48%+25.4pp | 181.32%-126.5pp | 40.90%+13.9pp |
| Employer contribution / active EE | $2,949 | $3,113-5.3% | $3,754-21.4% | $2,631+12.1% |
| Participant deferral / active EE | $5,356 | $4,056+32.0% | $5,116+4.7% | $4,212+27.2% |
| Admin fee / account holder | $2,883 | $7,222-60.1% | $8,919-67.7% | $7,344-60.7% |