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 | $99,905 | $154,228-35.2% | $145,433-31.3% | $137,256-27.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.44% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $17,846 | $4,804+271.5% | $4,554+291.8% | $4,156+329.4% |
| Participant deferral / active EE | $13,366 | $8,216+62.7% | $7,897+69.2% | $6,407+108.6% |
| Admin fee / account holder | $1,930 | $14,344-86.5% | $13,129-85.3% | $12,270-84.3% |