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 5-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 | $25,916 | $179,726-85.6% | $156,263-83.4% | $142,382-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.24% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,688 | $5,069-47.0% | $4,333-38.0% | $4,299-37.5% |
| Participant deferral / active EE | $4,815 | $6,956-30.8% | $6,158-21.8% | $6,507-26.0% |
| Admin fee / account holder | $302 | $17,272-98.3% | $14,255-97.9% | $12,624-97.6% |