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 | $214,378-42.1% | $200,582-38.1% | $142,382-12.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 36.35% | 46.41%-10.1pp | 42.33%-6.0pp | 217.08%-180.7pp |
| Employer contribution / active EE | $10,752 | $6,841+57.2% | $6,419+67.5% | $4,299+150.1% |
| Participant deferral / active EE | $13,997 | $9,865+41.9% | $9,331+50.0% | $6,507+115.1% |
| Admin fee / account holder | $990 | $17,692-94.4% | $16,305-93.9% | $12,624-92.2% |