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 | $31,881 | $111,814-71.5% | $103,374-69.2% | $145,959-78.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.11% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $6,654 | $4,214+57.9% | $3,869+72.0% | $4,661+42.8% |
| Participant deferral / active EE | $4,366 | $5,618-22.3% | $5,058-13.7% | $6,689-34.7% |
| Admin fee / account holder | $500 | $9,754-94.9% | $8,394-94.0% | $13,398-96.3% |