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 3-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 | $101,961 | $159,602-36.1% | $150,045-32.0% | $142,382-28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 56.32% | 70.24%-13.9pp | 62.55%-6.2pp | 217.08%-160.8pp |
| Employer contribution / active EE | $4,885 | $4,961-1.5% | $4,693+4.1% | $4,299+13.6% |
| Participant deferral / active EE | $6,726 | $8,310-19.1% | $7,997-15.9% | $6,507+3.4% |
| Admin fee / account holder | $781 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |