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 | $57,779 | $148,534-61.1% | $135,903-57.5% | $139,434-58.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.69% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,651 | $5,243-11.3% | $4,856-4.2% | $4,751-2.1% |
| Participant deferral / active EE | $22,249 | $8,100+174.7% | $7,758+186.8% | $6,710+231.6% |
| Admin fee / account holder | $331 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |