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 5-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 | $36,502 | $172,478-78.8% | $145,661-74.9% | $142,382-74.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.88% | 151.09%-131.2pp | 101.46%-81.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,045 | $4,899+84.6% | $4,238+113.4% | $4,299+110.4% |
| Participant deferral / active EE | $5,924 | $8,348-29.0% | $7,198-17.7% | $6,507-9.0% |
| Admin fee / account holder | $350 | $16,864-97.9% | $12,466-97.2% | $12,624-97.2% |