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 | $57,199 | $159,602-64.2% | $150,045-61.9% | $142,382-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.99% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,346 | $4,961-32.5% | $4,693-28.7% | $4,299-22.2% |
| Participant deferral / active EE | $7,933 | $8,310-4.5% | $7,997-0.8% | $6,507+21.9% |
| Admin fee / account holder | $7,516 | $14,846-49.4% | $13,435-44.1% | $12,624-40.5% |