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 | $99,513 | $179,726-44.6% | $156,263-36.3% | $142,382-30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.21% | 77.86%-66.6pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $7,061 | $5,069+39.3% | $4,333+62.9% | $4,299+64.2% |
| Participant deferral / active EE | $31,161 | $6,956+348.0% | $6,158+406.0% | $6,507+378.9% |
| Admin fee / account holder | $52,426 | $17,272+203.5% | $14,255+267.8% | $12,624+315.3% |