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 | $63,768 | $100,773-36.7% | $88,946-28.3% | $142,382-55.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.60% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $8,343 | $2,918+186.0% | $2,555+226.6% | $4,299+94.1% |
| Participant deferral / active EE | $19,627 | $5,230+275.3% | $4,581+328.4% | $6,507+201.6% |
| Admin fee / account holder | $6,735 | $9,693-30.5% | $8,261-18.5% | $12,624-46.6% |