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 | $50,889 | $177,572-71.3% | $154,803-67.1% | $142,382-64.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.63% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,648 | $4,810-65.7% | $4,305-61.7% | $4,299-61.7% |
| Participant deferral / active EE | $10,334 | $6,272+64.8% | $5,540+86.5% | $6,507+58.8% |
| Admin fee / account holder | $5,963 | $16,786-64.5% | $14,329-58.4% | $12,624-52.8% |