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 | $55,266 | $173,345-68.1% | $136,007-59.4% | $145,922-62.1% |
| Participation rate | 87.0% | 80.5%+6.5pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 13.71% | 1163.32%-1149.6pp | 579.32%-565.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $6,420 | $5,278+21.6% | $4,217+52.3% | $4,660+37.8% |
| Participant deferral / active EE | $7,424 | $8,699-14.7% | $7,025+5.7% | $6,688+11.0% |
| Admin fee / account holder | $549 | $9,954-94.5% | $6,858-92.0% | $13,397-95.9% |