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 | $147,487 | $109,881+34.2% | $150,045-1.7% | $84,808+73.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 40.35% | 28.25%+12.1pp | 62.55%-22.2pp | 40.90%-0.6pp |
| Employer contribution / active EE | $22,306 | $3,561+526.4% | $4,693+375.3% | $2,631+747.8% |
| Participant deferral / active EE | $17,110 | $6,636+157.8% | $7,997+113.9% | $4,212+306.3% |
| Admin fee / account holder | $5,134 | $8,568-40.1% | $13,435-61.8% | $7,344-30.1% |