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 | $96,205 | $159,602-39.7% | $150,045-35.9% | $142,382-32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.24% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $23,454 | $4,961+372.8% | $4,693+399.8% | $4,299+445.6% |
| Participant deferral / active EE | $13,685 | $8,310+64.7% | $7,997+71.1% | $6,507+110.3% |
| Admin fee / account holder | $5,312 | $14,846-64.2% | $13,435-60.5% | $12,624-57.9% |