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 | $62,856 | $148,534-57.7% | $135,903-53.7% | $139,434-54.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.65% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,843 | $5,243-45.8% | $4,856-41.5% | $4,751-40.2% |
| Participant deferral / active EE | $9,965 | $8,100+23.0% | $7,758+28.4% | $6,710+48.5% |
| Admin fee / account holder | $1,414 | $12,400-88.6% | $10,762-86.9% | $11,403-87.6% |