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 | $129,777 | $209,336-38.0% | $197,124-34.2% | $137,256-5.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.80% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,522 | $6,591-31.4% | $6,227-27.4% | $4,156+8.8% |
| Participant deferral / active EE | $16,128 | $9,614+67.7% | $9,135+76.6% | $6,407+151.7% |
| Admin fee / account holder | $10,319 | $17,308-40.4% | $16,298-36.7% | $12,270-15.9% |