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 | $139,650 | $159,602-12.5% | $150,045-6.9% | $142,382-1.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.79% | 70.24%-52.4pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,287 | $4,961+6.6% | $4,693+12.7% | $4,299+23.0% |
| Participant deferral / active EE | $15,148 | $8,310+82.3% | $7,997+89.4% | $6,507+132.8% |
| Admin fee / account holder | $3,525 | $14,846-76.3% | $13,435-73.8% | $12,624-72.1% |