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 | $55,263 | $110,261-49.9% | $95,745-42.3% | $139,434-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 27.11%-12.7pp | 28.35%-13.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $12,595 | $3,257+286.7% | $2,835+344.4% | $4,751+165.1% |
| Participant deferral / active EE | $9,168 | $4,676+96.1% | $4,245+116.0% | $6,710+36.6% |
| Admin fee / account holder | $922 | $6,613-86.1% | $5,678-83.8% | $11,403-91.9% |