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 | $33,508 | $177,572-81.1% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.85% | 65.07%-38.2pp | 58.88%-32.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $7,749 | $4,810+61.1% | $4,305+80.0% | $4,299+80.2% |
| Participant deferral / active EE | $6,397 | $6,272+2.0% | $5,540+15.5% | $6,507-1.7% |
| Admin fee / account holder | $422 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |