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 10-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 | $80,688 | $105,181-23.3% | $159,436-49.4% | $85,850-6.0% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 33.53% | 45.07%-11.5pp | 263.57%-230.0pp | 318.53%-285.0pp |
| Employer contribution / active EE | $5,504 | $3,318+65.9% | $4,829+14.0% | $2,565+114.6% |
| Participant deferral / active EE | $9,988 | $5,945+68.0% | $7,352+35.9% | $3,952+152.8% |
| Admin fee / account holder | $9,577 | $6,933+38.1% | $10,799-11.3% | $6,260+53.0% |