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 5-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 | $32,513 | $178,174-81.8% | $156,181-79.2% | $137,256-76.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 28.41% | 84.19%-55.8pp | 64.87%-36.5pp | 220.34%-191.9pp |
| Employer contribution / active EE | $3,880 | $4,972-22.0% | $4,294-9.6% | $4,156-6.7% |
| Participant deferral / active EE | $6,888 | $6,8880% | $6,132+12.3% | $6,407+7.5% |
| Admin fee / account holder | $1,903 | $17,404-89.1% | $14,586-87.0% | $12,270-84.5% |