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 | $86,123 | $177,572-51.5% | $154,803-44.4% | $142,382-39.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 232.28% | 65.07%+167.2pp | 58.88%+173.4pp | 217.08%+15.2pp |
| Employer contribution / active EE | $9,243 | $4,810+92.1% | $4,305+114.7% | $4,299+115.0% |
| Participant deferral / active EE | $8,879 | $6,272+41.6% | $5,540+60.3% | $6,507+36.5% |
| Admin fee / account holder | $363 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |