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 | $48,810 | $148,534-67.1% | $135,903-64.1% | $139,434-65.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.06% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,470 | $5,243-14.7% | $4,856-8.0% | $4,751-5.9% |
| Participant deferral / active EE | $7,113 | $8,100-12.2% | $7,758-8.3% | $6,710+6.0% |
| Admin fee / account holder | $1,216 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |