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 3-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 | $19,428 | $172,111-88.7% | $150,298-87.1% | $137,256-85.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.82% | 69.37%-33.6pp | 62.79%-27.0pp | 220.34%-184.5pp |
| Employer contribution / active EE | $3,716 | $4,636-19.8% | $4,154-10.5% | $4,156-10.6% |
| Participant deferral / active EE | $7,510 | $6,166+21.8% | $5,453+37.7% | $6,407+17.2% |
| Admin fee / account holder | $712 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |