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 | $128,520 | $214,378-40.0% | $200,582-35.9% | $142,382-9.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.44% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,000 | $6,841-12.3% | $6,419-6.5% | $4,299+39.6% |
| Participant deferral / active EE | $22,717 | $9,865+130.3% | $9,331+143.5% | $6,507+249.1% |
| Admin fee / account holder | $27,124 | $17,692+53.3% | $16,305+66.4% | $12,624+114.9% |