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 4-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 | $63,259 | $127,065-50.2% | $113,168-44.1% | $142,382-55.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.58% | 24.03%+0.6pp | 24.27%+0.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $5,070 | $3,442+47.3% | $2,975+70.4% | $4,299+17.9% |
| Participant deferral / active EE | $12,821 | $5,716+124.3% | $5,107+151.1% | $6,507+97.0% |
| Admin fee / account holder | $3,996 | $15,736-74.6% | $12,068-66.9% | $12,624-68.3% |