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 | $63,686 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.08% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $9,575 | $4,804+99.3% | $4,554+110.2% | $4,156+130.4% |
| Participant deferral / active EE | $23,513 | $8,216+186.2% | $7,897+197.7% | $6,407+267.0% |
| Admin fee / account holder | $12,139 | $14,344-15.4% | $13,129-7.5% | $12,270-1.1% |