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 5-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 | $118,151 | $97,125+21.6% | $86,233+37.0% | $137,256-13.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 109.75% | 74.19%+35.6pp | 61.39%+48.4pp | 220.34%-110.6pp |
| Employer contribution / active EE | $2,660 | $2,841-6.4% | $2,504+6.2% | $4,156-36.0% |
| Participant deferral / active EE | $6,720 | $5,180+29.7% | $4,559+47.4% | $6,407+4.9% |
| Admin fee / account holder | $1,289 | $9,725-86.7% | $8,342-84.5% | $12,270-89.5% |