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 | $64,085 | $95,266-32.7% | $82,389-22.2% | $142,382-55.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.87% | 25.74%-9.9pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,550 | $2,991+119.0% | $2,517+160.2% | $4,299+52.4% |
| Participant deferral / active EE | $10,366 | $4,809+115.6% | $4,155+149.5% | $6,507+59.3% |
| Admin fee / account holder | $11,837 | $8,563+38.2% | $7,231+63.7% | $12,624-6.2% |