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 8-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 | $64,752 | $100,773-35.7% | $88,946-27.2% | $142,382-54.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.33% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,929 | $2,918+0.4% | $2,555+14.6% | $4,299-31.9% |
| Participant deferral / active EE | $5,685 | $5,230+8.7% | $4,581+24.1% | $6,507-12.6% |
| Admin fee / account holder | $2,550 | $9,693-73.7% | $8,261-69.1% | $12,624-79.8% |