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 | $30,633 | $159,602-80.8% | $150,045-79.6% | $142,382-78.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 25.09% | 70.24%-45.1pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,770 | $4,961-44.2% | $4,693-41.0% | $4,299-35.6% |
| Participant deferral / active EE | $6,931 | $8,310-16.6% | $7,997-13.3% | $6,507+6.5% |
| Admin fee / account holder | $481 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |