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 | $73,631 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.81% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,454 | $4,804-28.1% | $4,554-24.2% | $4,156-16.9% |
| Participant deferral / active EE | $5,374 | $8,216-34.6% | $7,897-31.9% | $6,407-16.1% |
| Admin fee / account holder | $307 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |