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 | $34,568 | $77,503-55.4% | $100,391-65.6% | $80,856-57.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 64.08% | 37.20%+26.9pp | 49.20%+14.9pp | 35.59%+28.5pp |
| Employer contribution / active EE | $4,266 | $2,801+52.3% | $3,942+8.2% | $2,755+54.9% |
| Participant deferral / active EE | $10,993 | $6,820+61.2% | $8,082+36.0% | $4,296+155.9% |
| Admin fee / account holder | $595 | $5,897-89.9% | $7,899-92.5% | $6,918-91.4% |