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 | $31,856 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.44% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,016 | $5,243-42.5% | $4,856-37.9% | $4,751-36.5% |
| Participant deferral / active EE | $10,289 | $8,100+27.0% | $7,758+32.6% | $6,710+53.3% |
| Admin fee / account holder | $1,692 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |