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 | $122,748 | $154,228-20.4% | $145,433-15.6% | $137,256-10.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.28% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,464 | $4,804+34.6% | $4,554+41.9% | $4,156+55.5% |
| Participant deferral / active EE | $28,134 | $8,216+242.4% | $7,897+256.2% | $6,407+339.1% |
| Admin fee / account holder | $1,587 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |