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 4-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 | $70,879 | $201,272-64.8% | $184,203-61.5% | $145,922-51.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.48% | 29.00%+9.5pp | 28.81%+9.7pp | 561.29%-522.8pp |
| Employer contribution / active EE | $4,330 | $7,022-38.3% | $6,427-32.6% | $4,660-7.1% |
| Participant deferral / active EE | $10,612 | $9,806+8.2% | $9,131+16.2% | $6,688+58.7% |
| Admin fee / account holder | $6,582 | $16,364-59.8% | $13,901-52.6% | $13,397-50.9% |