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 | $88,114 | $159,602-44.8% | $150,045-41.3% | $142,382-38.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.49% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,371 | $4,961+28.4% | $4,693+35.7% | $4,299+48.2% |
| Participant deferral / active EE | $19,361 | $8,310+133.0% | $7,997+142.1% | $6,507+197.5% |
| Admin fee / account holder | $536 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |