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 | $51,487 | $159,602-67.7% | $150,045-65.7% | $142,382-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.22% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $9,365 | $4,961+88.8% | $4,693+99.5% | $4,299+117.8% |
| Participant deferral / active EE | $6,401 | $8,310-23.0% | $7,997-20.0% | $6,507-1.6% |
| Admin fee / account holder | $373 | $14,846-97.5% | $13,435-97.2% | $12,624-97.0% |