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 5-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 | $73,735 | $201,259-63.4% | $184,200-60.0% | $145,959-49.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 52.95% | 28.98%+24.0pp | 28.80%+24.2pp | 561.95%-509.0pp |
| Employer contribution / active EE | $6,009 | $7,018-14.4% | $6,424-6.5% | $4,661+28.9% |
| Participant deferral / active EE | $13,039 | $9,806+33.0% | $9,132+42.8% | $6,689+94.9% |
| Admin fee / account holder | $2,814 | $16,372-82.8% | $13,907-79.8% | $13,398-79.0% |