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 | $67,287 | $127,065-47.0% | $113,168-40.5% | $142,382-52.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.96% | 24.03%-3.1pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,249 | $3,442+81.6% | $2,975+110.0% | $4,299+45.4% |
| Participant deferral / active EE | $11,189 | $5,716+95.7% | $5,107+119.1% | $6,507+71.9% |
| Admin fee / account holder | $634 | $15,736-96.0% | $12,068-94.7% | $12,624-95.0% |