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 | $27,802 | $118,450-76.5% | $98,439-71.8% | $139,434-80.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 46.95% | 18.94%+28.0pp | 21.16%+25.8pp | 372.94%-326.0pp |
| Employer contribution / active EE | $4,625 | $3,609+28.1% | $3,048+51.7% | $4,751-2.7% |
| Participant deferral / active EE | $14,320 | $5,392+165.6% | $4,738+202.2% | $6,710+113.4% |
| Admin fee / account holder | $1,535 | $14,026-89.1% | $8,948-82.8% | $11,403-86.5% |