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 | $43,276 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.44% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,239 | $5,273-38.6% | $4,341-25.4% | $4,660-30.5% |
| Participant deferral / active EE | $4,762 | $6,959-31.6% | $6,031-21.1% | $6,688-28.8% |
| Admin fee / account holder | $6,576 | $16,648-60.5% | $12,690-48.2% | $13,397-50.9% |