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 | $52,876 | $201,272-73.7% | $184,203-71.3% | $145,922-63.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.76% | 29.00%-9.2pp | 28.81%-9.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $17,861 | $7,022+154.4% | $6,427+177.9% | $4,660+283.3% |
| Participant deferral / active EE | $11,152 | $9,806+13.7% | $9,131+22.1% | $6,688+66.8% |
| Admin fee / account holder | $1,536 | $16,364-90.6% | $13,901-89.0% | $13,397-88.5% |