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 | $106,749+15.0% | $145,433-15.6% | $82,448+48.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 61.23% | 27.59%+33.6pp | 66.58%-5.3pp | 41.64%+19.6pp |
| Employer contribution / active EE | $26,364 | $3,444+665.4% | $4,554+478.9% | $2,551+933.5% |
| Participant deferral / active EE | $12,238 | $6,519+87.7% | $7,897+55.0% | $4,139+195.6% |
| Admin fee / account holder | $413 | $8,390-95.1% | $13,129-96.9% | $7,234-94.3% |