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 | $85,590 | $109,881-22.1% | $150,045-43.0% | $84,808+0.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 55.58% | 28.25%+27.3pp | 62.55%-7.0pp | 40.90%+14.7pp |
| Employer contribution / active EE | $9,036 | $3,561+153.7% | $4,693+92.5% | $2,631+243.4% |
| Participant deferral / active EE | $25,225 | $6,636+280.1% | $7,997+215.4% | $4,212+498.9% |
| Admin fee / account holder | $11,777 | $8,568+37.5% | $13,435-12.3% | $7,344+60.4% |