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 5-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 | $83,829 | $179,726-53.4% | $156,263-46.4% | $142,382-41.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.42% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,726 | $5,069-46.2% | $4,333-37.1% | $4,299-36.6% |
| Participant deferral / active EE | $7,900 | $6,956+13.6% | $6,158+28.3% | $6,507+21.4% |
| Admin fee / account holder | $419 | $17,272-97.6% | $14,255-97.1% | $12,624-96.7% |