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 | $49,128 | $197,591-75.1% | $177,821-72.4% | $158,922-69.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.88% | 58.76%-50.9pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $6,724 | $6,697+0.4% | $5,918+13.6% | $4,761+41.2% |
| Participant deferral / active EE | $3,474 | $8,405-58.7% | $7,714-55.0% | $5,982-41.9% |
| Admin fee / account holder | $7,251 | $15,399-52.9% | $12,427-41.7% | $11,246-35.5% |