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 | $45,958 | $238,490-80.7% | $180,183-74.5% | $142,382-67.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.15% | 33.56%-15.4pp | 27.86%-9.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,872 | $6,143-37.0% | $5,039-23.2% | $4,299-9.9% |
| Participant deferral / active EE | $4,972 | $7,996-37.8% | $6,822-27.1% | $6,507-23.6% |
| Admin fee / account holder | $587 | $28,866-98.0% | $19,975-97.1% | $12,624-95.3% |