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 3-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 | $100,457 | $214,378-53.1% | $200,582-49.9% | $142,382-29.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.49% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,096 | $6,841-10.9% | $6,419-5.0% | $4,299+41.8% |
| Participant deferral / active EE | $23,249 | $9,865+135.7% | $9,331+149.2% | $6,507+257.3% |
| Admin fee / account holder | $583 | $17,692-96.7% | $16,305-96.4% | $12,624-95.4% |