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 | $44,071 | $78,520-43.9% | $96,576-54.4% | $82,448-46.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 39.88% | 41.30%-1.4pp | 38.47%+1.4pp | 41.64%-1.8pp |
| Employer contribution / active EE | $4,896 | $2,630+86.2% | $3,553+37.8% | $2,551+91.9% |
| Participant deferral / active EE | $11,960 | $6,754+77.1% | $7,956+50.3% | $4,139+188.9% |
| Admin fee / account holder | $5,659 | $13,455-57.9% | $11,381-50.3% | $7,234-21.8% |