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 | $56,195 | $179,726-68.7% | $156,263-64.0% | $142,382-60.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.81% | 77.86%-63.0pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,480 | $5,069-31.3% | $4,333-19.7% | $4,299-19.1% |
| Participant deferral / active EE | $4,828 | $6,956-30.6% | $6,158-21.6% | $6,507-25.8% |
| Admin fee / account holder | $1,693 | $17,272-90.2% | $14,255-88.1% | $12,624-86.6% |