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 | $122,724 | $109,881+11.7% | $150,045-18.2% | $84,808+44.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 61.23% | 28.25%+33.0pp | 62.55%-1.3pp | 40.90%+20.3pp |
| Employer contribution / active EE | $26,364 | $3,561+640.3% | $4,693+461.8% | $2,631+902.1% |
| Participant deferral / active EE | $12,238 | $6,636+84.4% | $7,997+53.0% | $4,212+190.6% |
| Admin fee / account holder | $413 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |