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 4-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 | $92,355 | $94,752-2.5% | $112,887-18.2% | $139,434-33.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 40.88%-24.8pp | 34.10%-18.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,631 | $4,625+0.1% | $4,563+1.5% | $4,751-2.5% |
| Participant deferral / active EE | $1,986 | $6,512-69.5% | $6,513-69.5% | $6,710-70.4% |
| Admin fee / account holder | $481 | $8,527-94.4% | $7,047-93.2% | $11,403-95.8% |