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 | $96,043 | $214,378-55.2% | $200,582-52.1% | $142,382-32.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,491 | $6,841-63.6% | $6,419-61.2% | $4,299-42.1% |
| Participant deferral / active EE | $10,738 | $9,865+8.9% | $9,331+15.1% | $6,507+65.0% |
| Admin fee / account holder | $751 | $17,692-95.8% | $16,305-95.4% | $12,624-94.0% |