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 | $82,067 | $214,378-61.7% | $200,582-59.1% | $142,382-42.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.35% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,343 | $6,841+21.9% | $6,419+30.0% | $4,299+94.1% |
| Participant deferral / active EE | $13,671 | $9,865+38.6% | $9,331+46.5% | $6,507+110.1% |
| Admin fee / account holder | $7,617 | $17,692-56.9% | $16,305-53.3% | $12,624-39.7% |