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 | $114,539 | $179,726-36.3% | $156,263-26.7% | $142,382-19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.91% | 77.86%-63.9pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,436 | $5,069-51.9% | $4,333-43.8% | $4,299-43.3% |
| Participant deferral / active EE | $11,979 | $6,956+72.2% | $6,158+94.5% | $6,507+84.1% |
| Admin fee / account holder | $1,354 | $17,272-92.2% | $14,255-90.5% | $12,624-89.3% |