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 | $124,209 | $209,336-40.7% | $197,124-37.0% | $137,256-9.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 36.35% | 48.09%-11.7pp | 44.34%-8.0pp | 220.34%-184.0pp |
| Employer contribution / active EE | $10,752 | $6,591+63.1% | $6,227+72.7% | $4,156+158.7% |
| Participant deferral / active EE | $13,997 | $9,614+45.6% | $9,135+53.2% | $6,407+118.5% |
| Admin fee / account holder | $990 | $17,308-94.3% | $16,298-93.9% | $12,270-91.9% |