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 | $124,162 | $177,572-30.1% | $154,803-19.8% | $142,382-12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,056 | $4,810-36.5% | $4,305-29.0% | $4,299-28.9% |
| Participant deferral / active EE | $13,942 | $6,272+122.3% | $5,540+151.6% | $6,507+114.3% |
| Admin fee / account holder | $502 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |