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 | $155,784 | $185,822-16.2% | $169,993-8.4% | $139,434+11.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.72% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,130 | $7,590-58.8% | $6,785-53.9% | $4,751-34.1% |
| Participant deferral / active EE | $6,487 | $11,622-44.2% | $10,408-37.7% | $6,710-3.3% |
| Admin fee / account holder | $11,980 | $15,381-22.1% | $12,815-6.5% | $11,403+5.1% |