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 | $246,289 | $159,602+54.3% | $150,045+64.1% | $142,382+73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.48% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $23,528 | $4,961+374.3% | $4,693+401.3% | $4,299+447.3% |
| Participant deferral / active EE | $22,176 | $8,310+166.9% | $7,997+177.3% | $6,507+240.8% |
| Admin fee / account holder | $1,175 | $14,846-92.1% | $13,435-91.3% | $12,624-90.7% |