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 6-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 | $54,632 | $148,534-63.2% | $135,903-59.8% | $139,434-60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 57.28% | 79.19%-21.9pp | 68.23%-10.9pp | 372.94%-315.7pp |
| Employer contribution / active EE | $1,605 | $5,243-69.4% | $4,856-67.0% | $4,751-66.2% |
| Participant deferral / active EE | $12,941 | $8,100+59.8% | $7,758+66.8% | $6,710+92.9% |
| Admin fee / account holder | $337 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |