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 | $99,832 | $95,266+4.8% | $82,389+21.2% | $142,382-29.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.39% | 25.74%-5.3pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $17,537 | $2,991+486.3% | $2,517+596.7% | $4,299+307.9% |
| Participant deferral / active EE | $8,584 | $4,809+78.5% | $4,155+106.6% | $6,507+31.9% |
| Admin fee / account holder | $1,415 | $8,563-83.5% | $7,231-80.4% | $12,624-88.8% |