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 | $69,851 | $132,634-47.3% | $115,768-39.7% | $137,256-49.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.91% | 160.70%-142.8pp | 100.46%-82.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,498 | $3,360+4.1% | $2,940+19.0% | $4,156-15.8% |
| Participant deferral / active EE | $8,840 | $5,619+57.3% | $4,917+79.8% | $6,407+38.0% |
| Admin fee / account holder | $713 | $15,028-95.3% | $12,439-94.3% | $12,270-94.2% |