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 4-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 | $125,973 | $179,726-29.9% | $156,263-19.4% | $142,382-11.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.52% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,415 | $5,069+66.0% | $4,333+94.2% | $4,299+95.7% |
| Participant deferral / active EE | $18,683 | $6,956+168.6% | $6,158+203.4% | $6,507+187.1% |
| Admin fee / account holder | $789 | $17,272-95.4% | $14,255-94.5% | $12,624-93.7% |