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 | $67,456 | $148,534-54.6% | $135,903-50.4% | $139,434-51.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,732 | $5,243-67.0% | $4,856-64.3% | $4,751-63.5% |
| Participant deferral / active EE | $4,346 | $8,100-46.4% | $7,758-44.0% | $6,710-35.2% |
| Admin fee / account holder | $6,659 | $12,400-46.3% | $10,762-38.1% | $11,403-41.6% |