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 | $135,714 | $159,602-15.0% | $150,045-9.6% | $142,382-4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 105.24% | 70.24%+35.0pp | 62.55%+42.7pp | 217.08%-111.8pp |
| Employer contribution / active EE | $15,915 | $4,961+220.8% | $4,693+239.1% | $4,299+270.2% |
| Participant deferral / active EE | $11,012 | $8,310+32.5% | $7,997+37.7% | $6,507+69.2% |
| Admin fee / account holder | $1,093 | $14,846-92.6% | $13,435-91.9% | $12,624-91.3% |