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 | $41,607 | $214,378-80.6% | $200,582-79.3% | $142,382-70.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.57% | 46.41%-22.8pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,444 | $6,841-49.7% | $6,419-46.3% | $4,299-19.9% |
| Participant deferral / active EE | $8,758 | $9,865-11.2% | $9,331-6.1% | $6,507+34.6% |
| Admin fee / account holder | $1,116 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |