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 3-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 | $69,942 | $159,602-56.2% | $150,045-53.4% | $142,382-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.91% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,974 | $4,961+80.9% | $4,693+91.2% | $4,299+108.7% |
| Participant deferral / active EE | $7,211 | $8,310-13.2% | $7,997-9.8% | $6,507+10.8% |
| Admin fee / account holder | $8,155 | $14,846-45.1% | $13,435-39.3% | $12,624-35.4% |