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 | $88,294 | $177,572-50.3% | $154,803-43.0% | $142,382-38.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.92% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,464 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $10,007 | $6,272+59.6% | $5,540+80.6% | $6,507+53.8% |
| Admin fee / account holder | $1,321 | $16,786-92.1% | $14,329-90.8% | $12,624-89.5% |