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 | $115,855 | $154,228-24.9% | $145,433-20.3% | $137,256-15.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.52% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $10,220 | $4,804+112.7% | $4,554+124.4% | $4,156+145.9% |
| Participant deferral / active EE | $21,038 | $8,216+156.1% | $7,897+166.4% | $6,407+228.4% |
| Admin fee / account holder | $1,580 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |