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 | $96,232 | $209,336-54.0% | $197,124-51.2% | $137,256-29.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 84.94% | 48.09%+36.8pp | 44.34%+40.6pp | 220.34%-135.4pp |
| Employer contribution / active EE | $5,065 | $6,591-23.1% | $6,227-18.7% | $4,156+21.9% |
| Participant deferral / active EE | $9,928 | $9,614+3.3% | $9,135+8.7% | $6,407+55.0% |
| Admin fee / account holder | $728 | $17,308-95.8% | $16,298-95.5% | $12,270-94.1% |