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 | $14,465 | $177,572-91.9% | $154,803-90.7% | $142,382-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.57% | 65.07%-34.5pp | 58.88%-28.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $1,901 | $4,810-60.5% | $4,305-55.8% | $4,299-55.8% |
| Participant deferral / active EE | $5,024 | $6,272-19.9% | $5,540-9.3% | $6,507-22.8% |
| Admin fee / account holder | $768 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |