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 | $84,126 | $154,228-45.5% | $145,433-42.2% | $137,256-38.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.64% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $7,005 | $4,804+45.8% | $4,554+53.8% | $4,156+68.5% |
| Participant deferral / active EE | $8,056 | $8,216-2.0% | $7,897+2.0% | $6,407+25.7% |
| Admin fee / account holder | $778 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |