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 | $63,907 | $159,602-60.0% | $150,045-57.4% | $142,382-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.55% | 70.24%-41.7pp | 62.55%-34.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $13,847 | $4,961+179.1% | $4,693+195.1% | $4,299+222.1% |
| Participant deferral / active EE | $16,111 | $8,310+93.9% | $7,997+101.5% | $6,507+147.6% |
| Admin fee / account holder | $15,915 | $14,846+7.2% | $13,435+18.5% | $12,624+26.1% |