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 6-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 | $79,578 | $209,336-62.0% | $197,124-59.6% | $137,256-42.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.92% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,735 | $6,591-28.2% | $6,227-24.0% | $4,156+13.9% |
| Participant deferral / active EE | $11,994 | $9,614+24.7% | $9,135+31.3% | $6,407+87.2% |
| Admin fee / account holder | $747 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |