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 | $56,539 | $179,726-68.5% | $156,263-63.8% | $142,382-60.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 53.70% | 77.86%-24.2pp | 59.47%-5.8pp | 217.08%-163.4pp |
| Employer contribution / active EE | $4,093 | $5,069-19.3% | $4,333-5.5% | $4,299-4.8% |
| Participant deferral / active EE | $8,940 | $6,956+28.5% | $6,158+45.2% | $6,507+37.4% |
| Admin fee / account holder | $7,091 | $17,272-58.9% | $14,255-50.3% | $12,624-43.8% |