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 | $35,869 | $179,726-80.0% | $156,263-77.0% | $142,382-74.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.60% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,073 | $5,069-19.7% | $4,333-6.0% | $4,299-5.3% |
| Participant deferral / active EE | $5,290 | $6,956-24.0% | $6,158-14.1% | $6,507-18.7% |
| Admin fee / account holder | $7,691 | $17,272-55.5% | $14,255-46.0% | $12,624-39.1% |