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 6-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 | $116,659 | $89,753+30.0% | $107,525+8.5% | $84,808+37.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.46% | 29.48%-9.0pp | 181.32%-160.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $17,643 | $3,113+466.7% | $3,754+370.0% | $2,631+570.6% |
| Participant deferral / active EE | $5,188 | $4,056+27.9% | $5,116+1.4% | $4,212+23.2% |
| Admin fee / account holder | $2,338 | $7,222-67.6% | $8,919-73.8% | $7,344-68.2% |