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 | $128,269 | $111,814+14.7% | $103,374+24.1% | $145,959-12.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $7,764 | $4,214+84.3% | $3,869+100.7% | $4,661+66.6% |
| Participant deferral / active EE | $3,955 | $5,618-29.6% | $5,058-21.8% | $6,689-40.9% |
| Admin fee / account holder | $1,561 | $9,754-84.0% | $8,394-81.4% | $13,398-88.3% |