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 | $78,796 | $172,111-54.2% | $150,298-47.6% | $137,256-42.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 31.32% | 69.37%-38.1pp | 62.79%-31.5pp | 220.34%-189.0pp |
| Employer contribution / active EE | $14,708 | $4,636+217.2% | $4,154+254.1% | $4,156+253.9% |
| Participant deferral / active EE | $8,030 | $6,166+30.2% | $5,453+47.3% | $6,407+25.3% |
| Admin fee / account holder | $2,294 | $16,471-86.1% | $14,116-83.7% | $12,270-81.3% |