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 6-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 | $103,917 | $85,022+22.2% | $70,515+47.4% | $139,434-25.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.06% | 30.38%-9.3pp | 32.77%-11.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $25,236 | $3,909+545.6% | $2,973+748.7% | $4,751+431.2% |
| Participant deferral / active EE | $43,290 | $5,890+634.9% | $4,567+847.9% | $6,710+545.1% |
| Admin fee / account holder | $2,984 | $8,906-66.5% | $6,412-53.5% | $11,403-73.8% |