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 | $41,198 | $214,378-80.8% | $200,582-79.5% | $142,382-71.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.57% | 46.41%-14.8pp | 42.33%-10.8pp | 217.08%-185.5pp |
| Employer contribution / active EE | $3,860 | $6,841-43.6% | $6,419-39.9% | $4,299-10.2% |
| Participant deferral / active EE | $6,864 | $9,865-30.4% | $9,331-26.4% | $6,507+5.5% |
| Admin fee / account holder | $688 | $17,692-96.1% | $16,305-95.8% | $12,624-94.5% |