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 | $81,628 | $214,378-61.9% | $200,582-59.3% | $142,382-42.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.49% | 46.41%-21.9pp | 42.33%-17.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $15,846 | $6,841+131.6% | $6,419+146.9% | $4,299+268.6% |
| Participant deferral / active EE | $18,669 | $9,865+89.2% | $9,331+100.1% | $6,507+186.9% |
| Admin fee / account holder | $5,247 | $17,692-70.3% | $16,305-67.8% | $12,624-58.4% |