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 | $120,986 | $209,336-42.2% | $197,124-38.6% | $137,256-11.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.28% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $6,190 | $6,591-6.1% | $6,227-0.6% | $4,156+48.9% |
| Participant deferral / active EE | $11,856 | $9,614+23.3% | $9,135+29.8% | $6,407+85.1% |
| Admin fee / account holder | $479 | $17,308-97.2% | $16,298-97.1% | $12,270-96.1% |