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 | $116,863 | $185,822-37.1% | $169,993-31.3% | $139,434-16.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.63% | 60.50%-20.9pp | 53.37%-13.7pp | 372.94%-333.3pp |
| Employer contribution / active EE | $12,915 | $7,590+70.2% | $6,785+90.3% | $4,751+171.8% |
| Participant deferral / active EE | $11,020 | $11,622-5.2% | $10,408+5.9% | $6,710+64.2% |
| Admin fee / account holder | $724 | $15,381-95.3% | $12,815-94.4% | $11,403-93.7% |