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 | $151,630 | $154,228-1.7% | $145,433+4.3% | $137,256+10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.56% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $13,870 | $4,804+188.7% | $4,554+204.5% | $4,156+233.7% |
| Participant deferral / active EE | $2,576 | $8,216-68.6% | $7,897-67.4% | $6,407-59.8% |
| Admin fee / account holder | $745 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |