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 | $62,875 | $214,378-70.7% | $200,582-68.7% | $142,382-55.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.66% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,879 | $6,841-57.9% | $6,419-55.2% | $4,299-33.0% |
| Participant deferral / active EE | $16,818 | $9,865+70.5% | $9,331+80.2% | $6,507+158.4% |
| Admin fee / account holder | $9,708 | $17,692-45.1% | $16,305-40.5% | $12,624-23.1% |