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 | $48,280 | $227,553-78.8% | $189,557-74.5% | $167,490-71.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.19% | 78.40%-69.2pp | 64.17%-55.0pp | 478.56%-469.4pp |
| Employer contribution / active EE | $2,545 | $5,316-52.1% | $4,412-42.3% | $4,837-47.4% |
| Participant deferral / active EE | $7,705 | $7,002+10.0% | $6,174+24.8% | $6,341+21.5% |
| Admin fee / account holder | $9,041 | $11,878-23.9% | $9,807-7.8% | $12,309-26.6% |