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 3-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 | $24,369 | $159,602-84.7% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.96% | 70.24%-42.3pp | 62.55%-34.6pp | 217.08%-189.1pp |
| Employer contribution / active EE | $7,552 | $4,961+52.2% | $4,693+60.9% | $4,299+75.7% |
| Participant deferral / active EE | $3,234 | $8,310-61.1% | $7,997-59.6% | $6,507-50.3% |
| Admin fee / account holder | $319 | $14,846-97.8% | $13,435-97.6% | $12,624-97.5% |