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 | $107,149 | $177,572-39.7% | $154,803-30.8% | $142,382-24.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.43% | 65.07%-31.6pp | 58.88%-25.5pp | 217.08%-183.6pp |
| Employer contribution / active EE | $11,363 | $4,810+136.2% | $4,305+163.9% | $4,299+164.3% |
| Participant deferral / active EE | $14,320 | $6,272+128.3% | $5,540+158.5% | $6,507+120.1% |
| Admin fee / account holder | $666 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |