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 | $75,513 | $179,726-58.0% | $156,263-51.7% | $142,382-47.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.82% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $12,880 | $5,069+154.1% | $4,333+197.3% | $4,299+199.6% |
| Participant deferral / active EE | $16,085 | $6,956+131.2% | $6,158+161.2% | $6,507+147.2% |
| Admin fee / account holder | $741 | $17,272-95.7% | $14,255-94.8% | $12,624-94.1% |