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 | $132,960 | $159,602-16.7% | $150,045-11.4% | $142,382-6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.29% | 70.24%-39.9pp | 62.55%-32.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $34,248 | $4,961+590.4% | $4,693+629.8% | $4,299+696.6% |
| Participant deferral / active EE | $21,217 | $8,310+155.3% | $7,997+165.3% | $6,507+226.1% |
| Admin fee / account holder | $849 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |