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 | $65,468 | $214,378-69.5% | $200,582-67.4% | $142,382-54.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.40% | 46.41%-15.0pp | 42.33%-10.9pp | 217.08%-185.7pp |
| Employer contribution / active EE | $6,730 | $6,841-1.6% | $6,419+4.8% | $4,299+56.5% |
| Participant deferral / active EE | $14,176 | $9,865+43.7% | $9,331+51.9% | $6,507+117.8% |
| Admin fee / account holder | $4,006 | $17,692-77.4% | $16,305-75.4% | $12,624-68.3% |