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 | $83,011 | $159,901-48.1% | $146,958-43.5% | $145,922-43.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 95.84% | 98.13%-2.3pp | 418.34%-322.5pp | 561.29%-465.4pp |
| Employer contribution / active EE | $10,720 | $5,286+102.8% | $4,933+117.3% | $4,660+130.1% |
| Participant deferral / active EE | $10,857 | $8,428+28.8% | $8,070+34.5% | $6,688+62.3% |
| Admin fee / account holder | $1,258 | $15,044-91.6% | $12,998-90.3% | $13,397-90.6% |