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 | $172,989 | $114,381+51.2% | $107,525+60.9% | $142,382+21.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.23% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $10,200 | $4,015+154.1% | $3,754+171.7% | $4,299+137.3% |
| Participant deferral / active EE | $27,250 | $5,564+389.7% | $5,116+432.7% | $6,507+318.8% |
| Admin fee / account holder | $395 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |