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 7-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 | $36,403 | $159,602-77.2% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.91% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,961 | $4,961-60.5% | $4,693-58.2% | $4,299-54.4% |
| Participant deferral / active EE | $4,424 | $8,310-46.8% | $7,997-44.7% | $6,507-32.0% |
| Admin fee / account holder | $528 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |