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 | $45,154 | $179,726-74.9% | $156,263-71.1% | $142,382-68.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.24% | 77.86%-53.6pp | 59.47%-35.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,267 | $5,069-35.5% | $4,333-24.6% | $4,299-24.0% |
| Participant deferral / active EE | $10,226 | $6,956+47.0% | $6,158+66.0% | $6,507+57.1% |
| Admin fee / account holder | $473 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |