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 3-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 | $136,079 | $89,753+51.6% | $107,525+26.6% | $84,808+60.5% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 17.44% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $9,394 | $3,113+201.7% | $3,754+150.3% | $2,631+257.1% |
| Participant deferral / active EE | $9,394 | $4,056+131.6% | $5,116+83.6% | $4,212+123.1% |
| Admin fee / account holder | $14,449 | $7,222+100.1% | $8,919+62.0% | $7,344+96.8% |