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 3-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 | $102,057 | $179,726-43.2% | $156,263-34.7% | $142,382-28.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.42% | 77.86%-58.4pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $33,626 | $5,069+563.3% | $4,333+676.0% | $4,299+682.2% |
| Participant deferral / active EE | $13,978 | $6,956+100.9% | $6,158+127.0% | $6,507+114.8% |
| Admin fee / account holder | $3,624 | $17,272-79.0% | $14,255-74.6% | $12,624-71.3% |