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 | $113,634 | $99,877+13.8% | $84,966+33.7% | $145,922-22.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.02% | 83.76%-74.7pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $4,515 | $3,231+39.7% | $2,727+65.6% | $4,660-3.1% |
| Participant deferral / active EE | $23,000 | $5,291+334.7% | $4,519+408.9% | $6,688+243.9% |
| Admin fee / account holder | $1,096 | $7,248-84.9% | $6,149-82.2% | $13,397-91.8% |