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 | $30,089 | $148,534-79.7% | $135,903-77.9% | $139,434-78.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.53% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $5,159 | $5,243-1.6% | $4,856+6.2% | $4,751+8.6% |
| Participant deferral / active EE | $10,942 | $8,100+35.1% | $7,758+41.0% | $6,710+63.1% |
| Admin fee / account holder | $324 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |