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 | $111,749 | $161,352-30.7% | $134,172-16.7% | $137,256-18.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.36% | 28.72%-13.4pp | 25.30%-9.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,068 | $4,099-49.5% | $3,420-39.5% | $4,156-50.2% |
| Participant deferral / active EE | $8,242 | $5,552+48.4% | $4,690+75.7% | $6,407+28.6% |
| Admin fee / account holder | $3,251 | $15,028-78.4% | $12,016-72.9% | $12,270-73.5% |