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 | $31,810 | $159,602-80.1% | $150,045-78.8% | $142,382-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.56% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $6,090 | $4,961+22.8% | $4,693+29.8% | $4,299+41.7% |
| Participant deferral / active EE | $5,044 | $8,310-39.3% | $7,997-36.9% | $6,507-22.5% |
| Admin fee / account holder | $322 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |