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 5-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 | $125,555 | $214,378-41.4% | $200,582-37.4% | $142,382-11.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.70% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,942 | $6,841-42.4% | $6,419-38.6% | $4,299-8.3% |
| Participant deferral / active EE | $13,774 | $9,865+39.6% | $9,331+47.6% | $6,507+111.7% |
| Admin fee / account holder | $3,087 | $17,692-82.6% | $16,305-81.1% | $12,624-75.5% |