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 | $71,458 | $111,814-36.1% | $103,374-30.9% | $145,959-51.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $7,337 | $4,214+74.1% | $3,869+89.6% | $4,661+57.4% |
| Participant deferral / active EE | $10,975 | $5,618+95.4% | $5,058+117.0% | $6,689+64.1% |
| Admin fee / account holder | $6,353 | $9,754-34.9% | $8,394-24.3% | $13,398-52.6% |