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 | $66,782 | $114,381-41.6% | $107,525-37.9% | $142,382-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.43% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $18,060 | $4,015+349.9% | $3,754+381.1% | $4,299+320.1% |
| Participant deferral / active EE | $8,618 | $5,564+54.9% | $5,116+68.5% | $6,507+32.4% |
| Admin fee / account holder | $1,875 | $9,860-81.0% | $8,919-79.0% | $12,624-85.1% |