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 | $89,808 | $177,572-49.4% | $154,803-42.0% | $142,382-36.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 65.07%-48.8pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,539 | $4,810-26.4% | $4,305-17.8% | $4,299-17.7% |
| Participant deferral / active EE | $9,504 | $6,272+51.5% | $5,540+71.5% | $6,507+46.0% |
| Admin fee / account holder | $552 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |