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 | $82,430 | $148,534-44.5% | $135,903-39.3% | $139,434-40.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.58% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $16,821 | $5,243+220.8% | $4,856+246.4% | $4,751+254.1% |
| Participant deferral / active EE | $12,292 | $8,100+51.8% | $7,758+58.5% | $6,710+83.2% |
| Admin fee / account holder | $633 | $12,400-94.9% | $10,762-94.1% | $11,403-94.4% |