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 3-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 | $78,705 | $71,829+9.6% | $69,780+12.8% | $142,382-44.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 78.39% | 31.01%+47.4pp | 26.31%+52.1pp | 217.08%-138.7pp |
| Employer contribution / active EE | $11,088 | $4,385+152.9% | $4,168+166.0% | $4,299+157.9% |
| Participant deferral / active EE | $12,389 | $6,819+81.7% | $6,164+101.0% | $6,507+90.4% |
| Admin fee / account holder | $340 | $7,818-95.7% | $7,285-95.3% | $12,624-97.3% |