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 5-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 | $45,715 | $214,378-78.7% | $200,582-77.2% | $142,382-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 46.71% | 46.41%+0.3pp | 42.33%+4.4pp | 217.08%-170.4pp |
| Employer contribution / active EE | $4,476 | $6,841-34.6% | $6,419-30.3% | $4,299+4.1% |
| Participant deferral / active EE | $7,244 | $9,865-26.6% | $9,331-22.4% | $6,507+11.3% |
| Admin fee / account holder | $28,001 | $17,692+58.3% | $16,305+71.7% | $12,624+121.8% |