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 | $99,572 | $201,272-50.5% | $184,203-45.9% | $145,922-31.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.55% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $14,195 | $7,022+102.2% | $6,427+120.9% | $4,660+204.6% |
| Participant deferral / active EE | $11,255 | $9,806+14.8% | $9,131+23.3% | $6,688+68.3% |
| Admin fee / account holder | $360 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |