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 3-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 | $79,843 | $179,726-55.6% | $156,263-48.9% | $142,382-43.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 49.70% | 77.86%-28.2pp | 59.47%-9.8pp | 217.08%-167.4pp |
| Employer contribution / active EE | $6,349 | $5,069+25.3% | $4,333+46.5% | $4,299+47.7% |
| Participant deferral / active EE | $15,394 | $6,956+121.3% | $6,158+150.0% | $6,507+136.6% |
| Admin fee / account holder | $33,139 | $17,272+91.9% | $14,255+132.5% | $12,624+162.5% |