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 | $97,825 | $103,966-5.9% | $112,887-13.3% | $75,163+30.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.11% | 24.54%-8.4pp | 34.10%-18.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $10,669 | $3,870+175.7% | $4,563+133.8% | $2,670+299.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,513-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,715 | $7,663-51.5% | $7,047-47.3% | $5,651-34.3% |