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 | $50,721 | $154,117-67.1% | $129,995-61.0% | $139,434-63.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 31.15% | 32.48%-1.3pp | -137.18%+168.3pp | 372.94%-341.8pp |
| Employer contribution / active EE | $10,011 | $5,289+89.3% | $4,320+131.7% | $4,751+110.7% |
| Participant deferral / active EE | $23,357 | $6,710+248.1% | $5,820+301.3% | $6,710+248.1% |
| Admin fee / account holder | $691 | $14,007-95.1% | $10,614-93.5% | $11,403-93.9% |