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 | $23,773 | $110,257-78.4% | $96,544-75.4% | $139,434-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 43.33% | 26.32%+17.0pp | 25.84%+17.5pp | 372.94%-329.6pp |
| Employer contribution / active EE | $6,049 | $3,620+67.1% | $2,965+104.0% | $4,751+27.3% |
| Participant deferral / active EE | $9,585 | $5,548+72.8% | $4,851+97.6% | $6,710+42.8% |
| Admin fee / account holder | $1,094 | $11,591-90.6% | $8,252-86.7% | $11,403-90.4% |