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 4-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 | $44,812 | $159,602-71.9% | $150,045-70.1% | $142,382-68.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 108.83% | 70.24%+38.6pp | 62.55%+46.3pp | 217.08%-108.2pp |
| Employer contribution / active EE | $6,954 | $4,961+40.2% | $4,693+48.2% | $4,299+61.7% |
| Participant deferral / active EE | $14,006 | $8,310+68.5% | $7,997+75.1% | $6,507+115.2% |
| Admin fee / account holder | $2,365 | $14,846-84.1% | $13,435-82.4% | $12,624-81.3% |