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 | $77,517 | $179,726-56.9% | $156,263-50.4% | $142,382-45.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.66% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,613 | $5,069-9.0% | $4,333+6.4% | $4,299+7.3% |
| Participant deferral / active EE | $12,503 | $6,956+79.7% | $6,158+103.0% | $6,507+92.1% |
| Admin fee / account holder | $3,508 | $17,272-79.7% | $14,255-75.4% | $12,624-72.2% |