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 | $113,176 | $74,888+51.1% | $71,209+58.9% | $142,382-20.5% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 20.18% | 345.14%-325.0pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,067 | $2,854+7.4% | $2,721+12.7% | $4,299-28.7% |
| Participant deferral / active EE | $13,194 | $4,454+196.2% | $4,175+216.0% | $6,507+102.8% |
| Admin fee / account holder | $6,831 | $5,568+22.7% | $5,349+27.7% | $12,624-45.9% |