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 | $93,327 | $127,065-26.6% | $113,168-17.5% | $142,382-34.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.16% | 24.03%-0.9pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $5,575 | $3,442+62.0% | $2,975+87.4% | $4,299+29.7% |
| Participant deferral / active EE | $7,956 | $5,716+39.2% | $5,107+55.8% | $6,507+22.3% |
| Admin fee / account holder | $2,685 | $15,736-82.9% | $12,068-77.7% | $12,624-78.7% |