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 | $179,605 | $214,378-16.2% | $200,582-10.5% | $142,382+26.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.39% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $11,655 | $6,841+70.4% | $6,419+81.6% | $4,299+171.1% |
| Participant deferral / active EE | $14,180 | $9,865+43.7% | $9,331+52.0% | $6,507+117.9% |
| Admin fee / account holder | $13,032 | $17,692-26.3% | $16,305-20.1% | $12,624+3.2% |