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 | $69,085 | $179,726-61.6% | $156,263-55.8% | $142,382-51.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 37.93% | 77.86%-39.9pp | 59.47%-21.5pp | 217.08%-179.1pp |
| Employer contribution / active EE | $3,078 | $5,069-39.3% | $4,333-29.0% | $4,299-28.4% |
| Participant deferral / active EE | $14,602 | $6,956+109.9% | $6,158+137.1% | $6,507+124.4% |
| Admin fee / account holder | $30,063 | $17,272+74.1% | $14,255+110.9% | $12,624+138.1% |