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 6-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 | $35,203 | $87,013-59.5% | $106,213-66.9% | $80,856-56.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 34.77% | 17.05%+17.7pp | 116.14%-81.4pp | 35.59%-0.8pp |
| Employer contribution / active EE | $2,864 | $2,395+19.6% | $3,171-9.7% | $2,755+4.0% |
| Participant deferral / active EE | $3,748 | $3,986-6.0% | $5,016-25.3% | $4,296-12.7% |
| Admin fee / account holder | $1,406 | $8,431-83.3% | $11,033-87.3% | $6,918-79.7% |