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 | $59,882 | $165,984-63.9% | $164,813-63.7% | $145,922-59.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.57% | 100.03%-81.5pp | 69.93%-51.4pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,486 | $5,273-52.9% | $4,341-42.7% | $4,660-46.7% |
| Participant deferral / active EE | $5,041 | $6,959-27.6% | $6,031-16.4% | $6,688-24.6% |
| Admin fee / account holder | $1,024 | $16,648-93.8% | $12,690-91.9% | $13,397-92.4% |