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 8-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 | $43,082 | $105,931-59.3% | $81,930-47.4% | $158,922-72.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.30% | 38.17%-32.9pp | 29.49%-24.2pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,910 | $7,800-75.5% | $4,310-55.7% | $4,761-59.9% |
| Participant deferral / active EE | $5,385 | $13,003-58.6% | $7,107-24.2% | $5,982-10.0% |
| Admin fee / account holder | $1,032 | $8,489-87.8% | $5,158-80.0% | $11,246-90.8% |