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 | $80,504 | $159,602-49.6% | $150,045-46.3% | $142,382-43.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.97% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,396 | $4,961-31.6% | $4,693-27.6% | $4,299-21.0% |
| Participant deferral / active EE | $8,588 | $8,310+3.3% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $1,125 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |