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 | $80,673-45.4% | $101,326-56.5% | $84,808-48.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 39.88% | 38.95%+0.9pp | 36.82%+3.1pp | 40.90%-1.0pp |
| Employer contribution / active EE | $4,896 | $2,698+81.5% | $3,665+33.6% | $2,631+86.1% |
| Participant deferral / active EE | $11,960 | $6,840+74.8% | $7,994+49.6% | $4,212+184.0% |
| Admin fee / account holder | $5,659 | $12,784-55.7% | $11,185-49.4% | $7,344-22.9% |