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 | $107,594 | $133,922-19.7% | $116,228-7.4% | $142,382-24.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.07% | 147.76%-125.7pp | 90.06%-68.0pp | 217.08%-195.0pp |
| Employer contribution / active EE | $11,074 | $3,446+221.4% | $2,994+269.8% | $4,299+157.6% |
| Participant deferral / active EE | $18,567 | $5,672+227.3% | $4,953+274.9% | $6,507+185.3% |
| Admin fee / account holder | $658 | $14,945-95.6% | $11,989-94.5% | $12,624-94.8% |