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 | $56,665 | $117,983-52.0% | $101,794-44.3% | $142,382-60.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 40.79% | 36.92%+3.9pp | 30.53%+10.3pp | 217.08%-176.3pp |
| Employer contribution / active EE | $5,140 | $2,773+85.4% | $2,289+124.6% | $4,299+19.6% |
| Participant deferral / active EE | $8,510 | $4,714+80.5% | $4,084+108.4% | $6,507+30.8% |
| Admin fee / account holder | $493 | $10,433-95.3% | $8,777-94.4% | $12,624-96.1% |