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 | $38,964 | $159,602-75.6% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.92% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,671 | $4,961-26.0% | $4,693-21.8% | $4,299-14.6% |
| Participant deferral / active EE | $7,213 | $8,310-13.2% | $7,997-9.8% | $6,507+10.8% |
| Admin fee / account holder | $10,781 | $14,846-27.4% | $13,435-19.8% | $12,624-14.6% |