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 | $120,548 | $159,602-24.5% | $150,045-19.7% | $142,382-15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.62% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,040 | $4,961-18.6% | $4,693-13.9% | $4,299-6.0% |
| Participant deferral / active EE | $22,300 | $8,310+168.3% | $7,997+178.9% | $6,507+242.7% |
| Admin fee / account holder | $46,534 | $14,846+213.4% | $13,435+246.4% | $12,624+268.6% |