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 | $24,441 | $178,174-86.3% | $156,181-84.4% | $137,256-82.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.11% | 84.19%-62.1pp | 64.87%-42.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,567 | $4,972+12.0% | $4,294+29.6% | $4,156+33.9% |
| Participant deferral / active EE | $7,233 | $6,888+5.0% | $6,132+18.0% | $6,407+12.9% |
| Admin fee / account holder | $3,052 | $17,404-82.5% | $14,586-79.1% | $12,270-75.1% |