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 | $60,763 | $214,378-71.7% | $200,582-69.7% | $142,382-57.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.70% | 46.41%-23.7pp | 42.33%-19.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $17,095 | $6,841+149.9% | $6,419+166.3% | $4,299+297.6% |
| Participant deferral / active EE | $8,133 | $9,865-17.6% | $9,331-12.8% | $6,507+25.0% |
| Admin fee / account holder | $7,724 | $17,692-56.3% | $16,305-52.6% | $12,624-38.8% |