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 10-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 | $66,066 | $178,174-62.9% | $156,181-57.7% | $137,256-51.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.74% | 84.19%-67.5pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,506 | $4,972-49.6% | $4,294-41.6% | $4,156-39.7% |
| Participant deferral / active EE | $7,914 | $6,888+14.9% | $6,132+29.0% | $6,407+23.5% |
| Admin fee / account holder | $1,468 | $17,404-91.6% | $14,586-89.9% | $12,270-88.0% |