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 | $53,686 | $185,822-71.1% | $169,993-68.4% | $139,434-61.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.09% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,581 | $7,590-52.8% | $6,785-47.2% | $4,751-24.6% |
| Participant deferral / active EE | $6,072 | $11,622-47.8% | $10,408-41.7% | $6,710-9.5% |
| Admin fee / account holder | $1,972 | $15,381-87.2% | $12,815-84.6% | $11,403-82.7% |