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 6-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 | $160,479 | $114,381+40.3% | $107,525+49.2% | $142,382+12.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 34.32% | 242.71%-208.4pp | 181.32%-147.0pp | 217.08%-182.8pp |
| Employer contribution / active EE | $13,876 | $4,015+245.6% | $3,754+269.7% | $4,299+222.8% |
| Participant deferral / active EE | $10,279 | $5,564+84.7% | $5,116+100.9% | $6,507+58.0% |
| Admin fee / account holder | $18,121 | $9,860+83.8% | $8,919+103.2% | $12,624+43.5% |