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 | $97,870 | $177,572-44.9% | $154,803-36.8% | $142,382-31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.00% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,065 | $4,810-77.9% | $4,305-75.3% | $4,299-75.2% |
| Participant deferral / active EE | $10,237 | $6,272+63.2% | $5,540+84.8% | $6,507+57.3% |
| Admin fee / account holder | $615 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |