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 | $32,095 | $154,228-79.2% | $145,433-77.9% | $137,256-76.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,263 | $4,804+9.5% | $4,554+15.5% | $4,156+26.6% |
| Participant deferral / active EE | $7,557 | $8,216-8.0% | $7,897-4.3% | $6,407+18.0% |
| Admin fee / account holder | $5,528 | $14,344-61.5% | $13,129-57.9% | $12,270-54.9% |