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 | $50,167 | $148,534-66.2% | $135,903-63.1% | $139,434-64.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.71% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,180 | $5,243-20.3% | $4,856-13.9% | $4,751-12.0% |
| Participant deferral / active EE | $6,882 | $8,100-15.0% | $7,758-11.3% | $6,710+2.6% |
| Admin fee / account holder | $8,152 | $12,400-34.3% | $10,762-24.3% | $11,403-28.5% |