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 | $86,720 | $70,532+23.0% | $68,948+25.8% | $137,256-36.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 18.67% | 32.56%-13.9pp | 28.39%-9.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $11,255 | $4,355+158.4% | $4,165+170.3% | $4,156+170.8% |
| Participant deferral / active EE | $21,980 | $6,773+224.5% | $6,186+255.3% | $6,407+243.1% |
| Admin fee / account holder | $3,141 | $7,916-60.3% | $7,539-58.3% | $12,270-74.4% |