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 | $80,629 | $214,378-62.4% | $200,582-59.8% | $142,382-43.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.76% | 46.41%-15.6pp | 42.33%-11.6pp | 217.08%-186.3pp |
| Employer contribution / active EE | $5,284 | $6,841-22.8% | $6,419-17.7% | $4,299+22.9% |
| Participant deferral / active EE | $14,218 | $9,865+44.1% | $9,331+52.4% | $6,507+118.5% |
| Admin fee / account holder | $3,052 | $17,692-82.7% | $16,305-81.3% | $12,624-75.8% |