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 3-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 | $112,743 | $201,272-44.0% | $184,203-38.8% | $145,922-22.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.25% | 29.00%-0.8pp | 28.81%-0.6pp | 561.29%-533.0pp |
| Employer contribution / active EE | $4,189 | $7,022-40.3% | $6,427-34.8% | $4,660-10.1% |
| Participant deferral / active EE | $10,915 | $9,806+11.3% | $9,131+19.5% | $6,688+63.2% |
| Admin fee / account holder | $443 | $16,364-97.3% | $13,901-96.8% | $13,397-96.7% |