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 | $101,692 | $185,822-45.3% | $169,993-40.2% | $139,434-27.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.33% | 60.50%-35.2pp | 53.37%-28.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $5,577 | $7,590-26.5% | $6,785-17.8% | $4,751+17.4% |
| Participant deferral / active EE | $13,649 | $11,622+17.4% | $10,408+31.1% | $6,710+103.4% |
| Admin fee / account holder | $490 | $15,381-96.8% | $12,815-96.2% | $11,403-95.7% |