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 | $66,810 | $214,378-68.8% | $200,582-66.7% | $142,382-53.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.34% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,082 | $6,841-69.6% | $6,419-67.6% | $4,299-51.6% |
| Participant deferral / active EE | $11,674 | $9,865+18.3% | $9,331+25.1% | $6,507+79.4% |
| Admin fee / account holder | $1,259 | $17,692-92.9% | $16,305-92.3% | $12,624-90.0% |