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 | $126,010 | $201,272-37.4% | $184,203-31.6% | $145,922-13.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.54% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $17,172 | $7,022+144.5% | $6,427+167.2% | $4,660+268.5% |
| Participant deferral / active EE | $16,676 | $9,806+70.1% | $9,131+82.6% | $6,688+149.4% |
| Admin fee / account holder | $913 | $16,364-94.4% | $13,901-93.4% | $13,397-93.2% |