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 6-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 | $36,687 | $159,602-77.0% | $150,045-75.5% | $142,382-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.09% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,642 | $4,961-66.9% | $4,693-65.0% | $4,299-61.8% |
| Participant deferral / active EE | $5,500 | $8,310-33.8% | $7,997-31.2% | $6,507-15.5% |
| Admin fee / account holder | $1,128 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |