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 5-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 | $130,202 | $202,432-35.7% | $169,368-23.1% | $139,434-6.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.94% | 531.74%-507.8pp | 405.60%-381.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $19,100 | $4,692+307.1% | $4,013+376.0% | $4,751+302.0% |
| Participant deferral / active EE | $19,100 | $6,938+175.3% | $6,221+207.0% | $6,710+184.6% |
| Admin fee / account holder | $446 | $10,708-95.8% | $9,003-95.0% | $11,403-96.1% |