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 | $109,647 | $201,259-45.5% | $184,200-40.5% | $145,959-24.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.93% | 28.98%-10.0pp | 28.80%-9.9pp | 561.95%-543.0pp |
| Employer contribution / active EE | $15,755 | $7,018+124.5% | $6,424+145.3% | $4,661+238.0% |
| Participant deferral / active EE | $17,133 | $9,806+74.7% | $9,132+87.6% | $6,689+156.2% |
| Admin fee / account holder | $3,533 | $16,372-78.4% | $13,907-74.6% | $13,398-73.6% |