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 | $194,431 | $165,984+17.1% | $164,813+18.0% | $145,922+33.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 8.86% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,413 | $5,273+2.7% | $4,341+24.7% | $4,660+16.2% |
| Participant deferral / active EE | $12,343 | $6,959+77.4% | $6,031+104.6% | $6,688+84.6% |
| Admin fee / account holder | $20,386 | $16,648+22.5% | $12,690+60.6% | $13,397+52.2% |