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 | $37,156 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.15% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,496 | $4,961-9.4% | $4,693-4.2% | $4,299+4.6% |
| Participant deferral / active EE | $10,373 | $8,310+24.8% | $7,997+29.7% | $6,507+59.4% |
| Admin fee / account holder | $9,148 | $14,846-38.4% | $13,435-31.9% | $12,624-27.5% |