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 | $50,382 | $185,822-72.9% | $169,993-70.4% | $139,434-63.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 83.58% | 60.50%+23.1pp | 53.37%+30.2pp | 372.94%-289.4pp |
| Employer contribution / active EE | $13,187 | $7,590+73.7% | $6,785+94.3% | $4,751+177.6% |
| Participant deferral / active EE | $13,187 | $11,622+13.5% | $10,408+26.7% | $6,710+96.5% |
| Admin fee / account holder | $7,583 | $15,381-50.7% | $12,815-40.8% | $11,403-33.5% |