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 | $35,102 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.37% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $6,970 | $4,810+44.9% | $4,305+61.9% | $4,299+62.1% |
| Participant deferral / active EE | $7,456 | $6,272+18.9% | $5,540+34.6% | $6,507+14.6% |
| Admin fee / account holder | $384 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |