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 | $59,337 | $176,812-66.4% | $146,665-59.5% | $167,490-64.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.55% | 24.03%-14.5pp | 22.74%-13.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $18,564 | $5,160+259.8% | $4,136+348.8% | $4,837+283.8% |
| Participant deferral / active EE | $7,381 | $6,440+14.6% | $5,506+34.1% | $6,341+16.4% |
| Admin fee / account holder | $5,413 | $13,259-59.2% | $10,280-47.3% | $12,309-56.0% |