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 4-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 | $32,104 | $100,773-68.1% | $88,946-63.9% | $142,382-77.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.29% | 70.18%-45.9pp | 57.82%-33.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $4,518 | $2,918+54.9% | $2,555+76.8% | $4,299+5.1% |
| Participant deferral / active EE | $9,436 | $5,230+80.4% | $4,581+106.0% | $6,507+45.0% |
| Admin fee / account holder | $963 | $9,693-90.1% | $8,261-88.3% | $12,624-92.4% |