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 | $69,998 | $74,888-6.5% | $71,209-1.7% | $142,382-50.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 20.89% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,204 | $2,854+47.3% | $2,721+54.5% | $4,299-2.2% |
| Participant deferral / active EE | $14,024 | $4,454+214.8% | $4,175+235.9% | $6,507+115.5% |
| Admin fee / account holder | $503 | $5,568-91.0% | $5,349-90.6% | $12,624-96.0% |