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 | $65,773 | $198,466-66.9% | $170,442-61.4% | $147,584-55.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.28% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,458 | $6,184-44.1% | $5,433-36.4% | $4,876-29.1% |
| Participant deferral / active EE | $2,190 | $5,629-61.1% | $4,939-55.7% | $5,439-59.7% |
| Admin fee / account holder | $4,686 | $16,852-72.2% | $13,880-66.2% | $10,885-57.0% |