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 6-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 | $31,336 | $179,726-82.6% | $156,263-79.9% | $142,382-78.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.61% | 77.86%-62.2pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,615 | $5,069-68.1% | $4,333-62.7% | $4,299-62.4% |
| Participant deferral / active EE | $6,028 | $6,956-13.3% | $6,158-2.1% | $6,507-7.4% |
| Admin fee / account holder | $3,365 | $17,272-80.5% | $14,255-76.4% | $12,624-73.3% |