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 | $90,982 | $159,602-43.0% | $150,045-39.4% | $142,382-36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.66% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12,484 | $4,961+151.7% | $4,693+166.0% | $4,299+190.4% |
| Participant deferral / active EE | $7,539 | $8,310-9.3% | $7,997-5.7% | $6,507+15.9% |
| Admin fee / account holder | $7,259 | $14,846-51.1% | $13,435-46.0% | $12,624-42.5% |