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 | $176,062 | $178,174-1.2% | $156,181+12.7% | $137,256+28.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.50% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $48,572 | $4,972+877.0% | $4,294+1031.2% | $4,156+1068.7% |
| Participant deferral / active EE | $16,419 | $6,888+138.4% | $6,132+167.7% | $6,407+156.3% |
| Admin fee / account holder | $3,473 | $17,404-80.0% | $14,586-76.2% | $12,270-71.7% |