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 | $47,738 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 183.85% | 70.24%+113.6pp | 62.55%+121.3pp | 217.08%-33.2pp |
| Employer contribution / active EE | $6,537 | $4,961+31.8% | $4,693+39.3% | $4,299+52.0% |
| Participant deferral / active EE | $14,735 | $8,310+77.3% | $7,997+84.3% | $6,507+126.4% |
| Admin fee / account holder | $1,351 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |