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 6-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 | $142,773 | $239,571-40.4% | $183,328-22.1% | $137,256+4.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 19.45% | 35.69%-16.2pp | 29.67%-10.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $21,362 | $6,148+247.5% | $5,055+322.6% | $4,156+414.0% |
| Participant deferral / active EE | $21,362 | $7,995+167.2% | $6,795+214.4% | $6,407+233.4% |
| Admin fee / account holder | $1,767 | $30,059-94.1% | $21,427-91.8% | $12,270-85.6% |