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 | $120,011 | $154,228-22.2% | $145,433-17.5% | $137,256-12.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 44.08% | 74.59%-30.5pp | 66.58%-22.5pp | 220.34%-176.3pp |
| Employer contribution / active EE | $6,257 | $4,804+30.3% | $4,554+37.4% | $4,156+50.6% |
| Participant deferral / active EE | $15,715 | $8,216+91.3% | $7,897+99.0% | $6,407+145.3% |
| Admin fee / account holder | $4,848 | $14,344-66.2% | $13,129-63.1% | $12,270-60.5% |