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 | $105,644 | $74,888+41.1% | $71,209+48.4% | $142,382-25.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 24.61% | 345.14%-320.5pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,064 | $2,854+7.3% | $2,721+12.6% | $4,299-28.7% |
| Participant deferral / active EE | $10,474 | $4,454+135.1% | $4,175+150.9% | $6,507+61.0% |
| Admin fee / account holder | $543 | $5,568-90.2% | $5,349-89.8% | $12,624-95.7% |