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 | $30,819 | $148,534-79.3% | $135,903-77.3% | $139,434-77.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.00% | 79.19%-52.2pp | 68.23%-41.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $5,224 | $5,243-0.4% | $4,856+7.6% | $4,751+10.0% |
| Participant deferral / active EE | $15,840 | $8,100+95.6% | $7,758+104.2% | $6,710+136.1% |
| Admin fee / account holder | $2,504 | $12,400-79.8% | $10,762-76.7% | $11,403-78.0% |