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 | $54,094 | $172,111-68.6% | $150,298-64.0% | $137,256-60.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.48% | 69.37%-43.9pp | 62.79%-37.3pp | 220.34%-194.9pp |
| Employer contribution / active EE | $15,099 | $4,636+225.7% | $4,154+263.5% | $4,156+263.3% |
| Participant deferral / active EE | $7,141 | $6,166+15.8% | $5,453+31.0% | $6,407+11.5% |
| Admin fee / account holder | $821 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |