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 | $91,364 | $177,572-48.5% | $154,803-41.0% | $142,382-35.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.22% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,000 | $4,810-37.6% | $4,305-30.3% | $4,299-30.2% |
| Participant deferral / active EE | $13,000 | $6,272+107.3% | $5,540+134.6% | $6,507+99.8% |
| Admin fee / account holder | $2,365 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |