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 | $88,950 | $172,111-48.3% | $150,298-40.8% | $137,256-35.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.71% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,183 | $4,636-9.8% | $4,154+0.7% | $4,156+0.7% |
| Participant deferral / active EE | $10,108 | $6,166+63.9% | $5,453+85.4% | $6,407+57.8% |
| Admin fee / account holder | $7,672 | $16,471-53.4% | $14,116-45.6% | $12,270-37.5% |