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 | $158,557 | $227,553-30.3% | $189,557-16.4% | $167,490-5.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.80% | 78.40%-63.6pp | 64.17%-49.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,822 | $5,316-46.9% | $4,412-36.0% | $4,837-41.7% |
| Participant deferral / active EE | $1,680 | $7,002-76.0% | $6,174-72.8% | $6,341-73.5% |
| Admin fee / account holder | $1,229 | $11,878-89.7% | $9,807-87.5% | $12,309-90.0% |