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 | $199,484 | $154,228+29.3% | $145,433+37.2% | $137,256+45.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 37.56% | 74.59%-37.0pp | 66.58%-29.0pp | 220.34%-182.8pp |
| Employer contribution / active EE | $4,933 | $4,804+2.7% | $4,554+8.3% | $4,156+18.7% |
| Participant deferral / active EE | $13,564 | $8,216+65.1% | $7,897+71.8% | $6,407+111.7% |
| Admin fee / account holder | $2,940 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |