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 8-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 | $122,636 | $165,335-25.8% | $149,696-18.1% | $158,922-22.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.96% | 348.15%-318.2pp | 276.60%-246.6pp | 302.83%-272.9pp |
| Employer contribution / active EE | $27,716 | $5,103+443.2% | $4,644+496.8% | $4,761+482.1% |
| Participant deferral / active EE | $21,332 | $7,181+197.1% | $6,842+211.8% | $5,982+256.6% |
| Admin fee / account holder | $376 | $10,807-96.5% | $9,309-96.0% | $11,246-96.7% |