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 | $226,513 | $159,602+41.9% | $150,045+51.0% | $142,382+59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,227 | $4,961+86.0% | $4,693+96.6% | $4,299+114.6% |
| Participant deferral / active EE | $30,899 | $8,310+271.8% | $7,997+286.4% | $6,507+374.8% |
| Admin fee / account holder | $445 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |