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 | $60,141 | $177,572-66.1% | $154,803-61.1% | $142,382-57.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 48.91% | 65.07%-16.2pp | 58.88%-10.0pp | 217.08%-168.2pp |
| Employer contribution / active EE | $1,295 | $4,810-73.1% | $4,305-69.9% | $4,299-69.9% |
| Participant deferral / active EE | $3,421 | $6,272-45.4% | $5,540-38.3% | $6,507-47.4% |
| Admin fee / account holder | $1,113 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |