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 | $56,404 | $172,111-67.2% | $150,298-62.5% | $137,256-58.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.48% | 69.37%-42.9pp | 62.79%-36.3pp | 220.34%-193.9pp |
| Employer contribution / active EE | $8,684 | $4,636+87.3% | $4,154+109.1% | $4,156+109.0% |
| Participant deferral / active EE | $11,771 | $6,166+90.9% | $5,453+115.9% | $6,407+83.7% |
| Admin fee / account holder | $1,998 | $16,471-87.9% | $14,116-85.8% | $12,270-83.7% |