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 | $72,217 | $201,259-64.1% | $184,200-60.8% | $145,959-50.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 28.98%-14.7pp | 28.80%-14.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,302 | $7,018-38.7% | $6,424-33.0% | $4,661-7.7% |
| Participant deferral / active EE | $11,031 | $9,806+12.5% | $9,132+20.8% | $6,689+64.9% |
| Admin fee / account holder | $12,541 | $16,372-23.4% | $13,907-9.8% | $13,398-6.4% |