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 | $75,651 | $133,922-43.5% | $116,228-34.9% | $142,382-46.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.05% | 147.76%-127.7pp | 90.06%-70.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,720 | $3,446-50.1% | $2,994-42.6% | $4,299-60.0% |
| Participant deferral / active EE | $5,535 | $5,672-2.4% | $4,953+11.7% | $6,507-14.9% |
| Admin fee / account holder | $1,084 | $14,945-92.7% | $11,989-91.0% | $12,624-91.4% |