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 | $112,689 | $177,572-36.5% | $154,803-27.2% | $142,382-20.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 47.64% | 65.07%-17.4pp | 58.88%-11.2pp | 217.08%-169.4pp |
| Employer contribution / active EE | $12,194 | $4,810+153.5% | $4,305+183.2% | $4,299+183.6% |
| Participant deferral / active EE | $11,050 | $6,272+76.2% | $5,540+99.4% | $6,507+69.8% |
| Admin fee / account holder | $763 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |