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 5-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 | $73,320 | $109,881-33.3% | $150,045-51.1% | $84,808-13.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 45.58% | 28.25%+17.3pp | 62.55%-17.0pp | 40.90%+4.7pp |
| Employer contribution / active EE | $9,747 | $3,561+173.7% | $4,693+107.7% | $2,631+270.5% |
| Participant deferral / active EE | $15,663 | $6,636+136.0% | $7,997+95.9% | $4,212+271.9% |
| Admin fee / account holder | $950 | $8,568-88.9% | $13,435-92.9% | $7,344-87.1% |