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 | $124,734 | $154,228-19.1% | $145,433-14.2% | $137,256-9.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.59% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.7pp |
| Employer contribution / active EE | $8,701 | $4,804+81.1% | $4,554+91.0% | $4,156+109.4% |
| Participant deferral / active EE | $21,195 | $8,216+158.0% | $7,897+168.4% | $6,407+230.8% |
| Admin fee / account holder | $564 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |