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 4-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 | $83,479 | $148,534-43.8% | $135,903-38.6% | $139,434-40.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 38.40% | 79.19%-40.8pp | 68.23%-29.8pp | 372.94%-334.5pp |
| Employer contribution / active EE | $3,759 | $5,243-28.3% | $4,856-22.6% | $4,751-20.9% |
| Participant deferral / active EE | $16,517 | $8,100+103.9% | $7,758+112.9% | $6,710+146.1% |
| Admin fee / account holder | $1,689 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |