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 | $81,199 | $214,378-62.1% | $200,582-59.5% | $142,382-43.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.79% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $21,571 | $6,841+215.3% | $6,419+236.1% | $4,299+401.8% |
| Participant deferral / active EE | $12,555 | $9,865+27.3% | $9,331+34.5% | $6,507+92.9% |
| Admin fee / account holder | $4,877 | $17,692-72.4% | $16,305-70.1% | $12,624-61.4% |