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 | $197,610 | $209,336-5.6% | $197,124+0.2% | $137,256+44.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.28% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $22,444 | $6,591+240.5% | $6,227+260.4% | $4,156+440.0% |
| Participant deferral / active EE | $26,213 | $9,614+172.7% | $9,135+187.0% | $6,407+309.1% |
| Admin fee / account holder | $14,344 | $17,308-17.1% | $16,298-12.0% | $12,270+16.9% |