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 | $104,548 | $214,378-51.2% | $200,582-47.9% | $142,382-26.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.70% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $30,847 | $6,841+350.9% | $6,419+380.6% | $4,299+617.5% |
| Participant deferral / active EE | $19,728 | $9,865+100.0% | $9,331+111.4% | $6,507+203.2% |
| Admin fee / account holder | $11,390 | $17,692-35.6% | $16,305-30.1% | $12,624-9.8% |