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 | $80,584 | $97,125-17.0% | $86,233-6.6% | $137,256-41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 32.47% | 74.19%-41.7pp | 61.39%-28.9pp | 220.34%-187.9pp |
| Employer contribution / active EE | $1,222 | $2,841-57.0% | $2,504-51.2% | $4,156-70.6% |
| Participant deferral / active EE | $9,296 | $5,180+79.5% | $4,559+103.9% | $6,407+45.1% |
| Admin fee / account holder | $2,809 | $9,725-71.1% | $8,342-66.3% | $12,270-77.1% |