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 | $44,399 | $185,822-76.1% | $169,993-73.9% | $139,434-68.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.83% | 60.50%-46.7pp | 53.37%-39.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $10,018 | $7,590+32.0% | $6,785+47.6% | $4,751+110.9% |
| Participant deferral / active EE | $14,520 | $11,622+24.9% | $10,408+39.5% | $6,710+116.4% |
| Admin fee / account holder | $319 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |