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 | $60,338 | $117,983-48.9% | $101,794-40.7% | $142,382-57.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.22% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $14,123 | $2,773+409.4% | $2,289+517.0% | $4,299+228.5% |
| Participant deferral / active EE | $7,572 | $4,714+60.6% | $4,084+85.4% | $6,507+16.4% |
| Admin fee / account holder | $759 | $10,433-92.7% | $8,777-91.3% | $12,624-94.0% |