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 | $215,085 | $172,111+25.0% | $150,298+43.1% | $137,256+56.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.46% | 69.37%-33.9pp | 62.79%-27.3pp | 220.34%-184.9pp |
| Employer contribution / active EE | $7,912 | $4,636+70.6% | $4,154+90.5% | $4,156+90.4% |
| Participant deferral / active EE | $17,992 | $6,166+191.8% | $5,453+230.0% | $6,407+180.8% |
| Admin fee / account holder | $447 | $16,471-97.3% | $14,116-96.8% | $12,270-96.4% |