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 | $62,771 | $185,822-66.2% | $169,993-63.1% | $139,434-55.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.88% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $5,662 | $7,590-25.4% | $6,785-16.6% | $4,751+19.2% |
| Participant deferral / active EE | $20,652 | $11,622+77.7% | $10,408+98.4% | $6,710+207.8% |
| Admin fee / account holder | $5,322 | $15,381-65.4% | $12,815-58.5% | $11,403-53.3% |