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 | $39,566 | $109,881-64.0% | $150,045-73.6% | $84,808-53.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 52.12% | 28.25%+23.9pp | 62.55%-10.4pp | 40.90%+11.2pp |
| Employer contribution / active EE | $3,687 | $3,561+3.5% | $4,693-21.4% | $2,631+40.1% |
| Participant deferral / active EE | $12,431 | $6,636+87.3% | $7,997+55.4% | $4,212+195.2% |
| Admin fee / account holder | $6,657 | $8,568-22.3% | $13,435-50.5% | $7,344-9.4% |