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 | $99,109 | $95,561+3.7% | $77,163+28.4% | $139,434-28.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 54.92%-43.5pp | 37.87%-26.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,879 | $3,147-40.3% | $2,535-25.9% | $4,751-60.5% |
| Participant deferral / active EE | $10,868 | $4,624+135.1% | $3,833+183.5% | $6,710+62.0% |
| Admin fee / account holder | $23,904 | $8,295+188.2% | $5,472+336.8% | $11,403+109.6% |