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 | $29,204 | $105,181-72.2% | $159,436-81.7% | $85,850-66.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 24.85% | 45.07%-20.2pp | 263.57%-238.7pp | 318.53%-293.7pp |
| Employer contribution / active EE | $4,077 | $3,318+22.9% | $4,829-15.6% | $2,565+59.0% |
| Participant deferral / active EE | $7,958 | $5,945+33.9% | $7,352+8.2% | $3,952+101.4% |
| Admin fee / account holder | $613 | $6,933-91.2% | $10,799-94.3% | $6,260-90.2% |