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 | $80,803 | $214,378-62.3% | $200,582-59.7% | $142,382-43.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.32% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,225 | $6,841+5.6% | $6,419+12.6% | $4,299+68.1% |
| Participant deferral / active EE | $13,864 | $9,865+40.5% | $9,331+48.6% | $6,507+113.1% |
| Admin fee / account holder | $14,981 | $17,692-15.3% | $16,305-8.1% | $12,624+18.7% |