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 | $48,934 | $114,381-57.2% | $107,525-54.5% | $142,382-65.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.53% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,852 | $4,015-29.0% | $3,754-24.0% | $4,299-33.7% |
| Participant deferral / active EE | $5,534 | $5,564-0.6% | $5,116+8.2% | $6,507-15.0% |
| Admin fee / account holder | $2,251 | $9,860-77.2% | $8,919-74.8% | $12,624-82.2% |