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 | $79,284 | $209,336-62.1% | $197,124-59.8% | $137,256-42.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.10% | 48.09%-25.0pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $10,498 | $6,591+59.3% | $6,227+68.6% | $4,156+152.6% |
| Participant deferral / active EE | $9,739 | $9,614+1.3% | $9,135+6.6% | $6,407+52.0% |
| Admin fee / account holder | $306 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |