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 3-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 | $161,007 | $214,378-24.9% | $200,582-19.7% | $142,382+13.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.87% | 46.41%-16.5pp | 42.33%-12.5pp | 217.08%-187.2pp |
| Employer contribution / active EE | $28,000 | $6,841+309.3% | $6,419+336.2% | $4,299+551.3% |
| Participant deferral / active EE | $30,014 | $9,865+204.3% | $9,331+221.7% | $6,507+361.2% |
| Admin fee / account holder | $542 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |