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 | $53,875 | $148,534-63.7% | $135,903-60.4% | $139,434-61.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.24% | 79.19%-20.9pp | 68.23%-10.0pp | 372.94%-314.7pp |
| Employer contribution / active EE | $2,588 | $5,243-50.6% | $4,856-46.7% | $4,751-45.5% |
| Participant deferral / active EE | $16,997 | $8,100+109.8% | $7,758+119.1% | $6,710+153.3% |
| Admin fee / account holder | $2,901 | $12,400-76.6% | $10,762-73.0% | $11,403-74.6% |