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 | $22,775 | $175,202-87.0% | $149,673-84.8% | $139,434-83.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.34% | 166.71%-135.4pp | 134.42%-103.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $6,035 | $5,474+10.2% | $4,818+25.3% | $4,751+27.0% |
| Participant deferral / active EE | $6,096 | $6,519-6.5% | $5,680+7.3% | $6,710-9.2% |
| Admin fee / account holder | $658 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |