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 | $92,185 | $102,317-9.9% | $146,958-37.3% | $80,856+14.0% |
| Participation rate | 88.7% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 231.97% | 134.76%+97.2pp | 418.34%-186.4pp | 35.59%+196.4pp |
| Employer contribution / active EE | $13,831 | $3,713+272.5% | $4,933+180.4% | $2,755+402.1% |
| Participant deferral / active EE | $19,429 | $6,644+192.4% | $8,070+140.8% | $4,296+352.3% |
| Admin fee / account holder | $3,555 | $7,941-55.2% | $12,998-72.6% | $6,918-48.6% |