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 8-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 | $140,839 | $124,281+13.3% | $109,143+29.0% | $167,490-15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.05% | 26.04%0pp | 25.75%+0.3pp | 478.56%-452.5pp |
| Employer contribution / active EE | $6,019 | $4,207+43.1% | $3,722+61.7% | $4,837+24.4% |
| Participant deferral / active EE | $15,117 | $5,255+187.7% | $4,653+224.9% | $6,341+138.4% |
| Admin fee / account holder | $911 | $7,970-88.6% | $6,752-86.5% | $12,309-92.6% |