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 4-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 | $135,160 | $109,904+23.0% | $97,167+39.1% | $145,959-7.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 13.96% | 243.43%-229.5pp | 75.27%-61.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,084 | $3,084-32.5% | $2,729-23.7% | $4,661-55.3% |
| Participant deferral / active EE | $5,726 | $4,676+22.5% | $4,264+34.3% | $6,689-14.4% |
| Admin fee / account holder | $312 | $6,216-95.0% | $5,650-94.5% | $13,398-97.7% |