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 | $59,354 | $114,381-48.1% | $107,525-44.8% | $142,382-58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.11% | 242.71%-217.6pp | 181.32%-156.2pp | 217.08%-192.0pp |
| Employer contribution / active EE | $5,116 | $4,015+27.4% | $3,754+36.3% | $4,299+19.0% |
| Participant deferral / active EE | $18,167 | $5,564+226.5% | $5,116+255.1% | $6,507+179.2% |
| Admin fee / account holder | $392 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |