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 5-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 | $125,159 | $102,317+22.3% | $146,958-14.8% | $80,856+54.8% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 12.38% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,927 | $3,713-48.1% | $4,933-60.9% | $2,755-30.1% |
| Participant deferral / active EE | $7,716 | $6,644+16.1% | $8,070-4.4% | $4,296+79.6% |
| Admin fee / account holder | $11,056 | $7,941+39.2% | $12,998-14.9% | $6,918+59.8% |