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 | $120,011 | $159,602-24.8% | $150,045-20.0% | $142,382-15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 44.08% | 70.24%-26.2pp | 62.55%-18.5pp | 217.08%-173.0pp |
| Employer contribution / active EE | $6,257 | $4,961+26.1% | $4,693+33.3% | $4,299+45.5% |
| Participant deferral / active EE | $15,715 | $8,310+89.1% | $7,997+96.5% | $6,507+141.5% |
| Admin fee / account holder | $4,848 | $14,846-67.3% | $13,435-63.9% | $12,624-61.6% |