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 | $129,322 | $148,534-12.9% | $135,903-4.8% | $139,434-7.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.89% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.1pp |
| Employer contribution / active EE | $4,061 | $5,243-22.5% | $4,856-16.4% | $4,751-14.5% |
| Participant deferral / active EE | $4,801 | $8,100-40.7% | $7,758-38.1% | $6,710-28.5% |
| Admin fee / account holder | $856 | $12,400-93.1% | $10,762-92.0% | $11,403-92.5% |