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 | $65,576 | $179,726-63.5% | $156,263-58.0% | $142,382-53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.41% | 77.86%-55.5pp | 59.47%-37.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,055 | $5,069-39.7% | $4,333-29.5% | $4,299-28.9% |
| Participant deferral / active EE | $7,333 | $6,956+5.4% | $6,158+19.1% | $6,507+12.7% |
| Admin fee / account holder | $626 | $17,272-96.4% | $14,255-95.6% | $12,624-95.0% |