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 | $56,724 | $159,602-64.5% | $150,045-62.2% | $142,382-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.70% | 70.24%-45.5pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $7,145 | $4,961+44.0% | $4,693+52.2% | $4,299+66.2% |
| Participant deferral / active EE | $19,312 | $8,310+132.4% | $7,997+141.5% | $6,507+196.8% |
| Admin fee / account holder | $16,961 | $14,846+14.2% | $13,435+26.2% | $12,624+34.4% |