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 | $71,689 | $148,534-51.7% | $135,903-47.2% | $139,434-48.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.54% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $5,424 | $5,243+3.5% | $4,856+11.7% | $4,751+14.2% |
| Participant deferral / active EE | $19,942 | $8,100+146.2% | $7,758+157.1% | $6,710+197.2% |
| Admin fee / account holder | $1,310 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |