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 | $33,252 | $214,378-84.5% | $200,582-83.4% | $142,382-76.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 57.83% | 46.41%+11.4pp | 42.33%+15.5pp | 217.08%-159.2pp |
| Employer contribution / active EE | $1,818 | $6,841-73.4% | $6,419-71.7% | $4,299-57.7% |
| Participant deferral / active EE | $7,364 | $9,865-25.3% | $9,331-21.1% | $6,507+13.2% |
| Admin fee / account holder | $9,585 | $17,692-45.8% | $16,305-41.2% | $12,624-24.1% |