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 | $39,611 | $175,202-77.4% | $149,673-73.5% | $139,434-71.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.71% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,694 | $5,474-14.2% | $4,818-2.6% | $4,751-1.2% |
| Participant deferral / active EE | $11,234 | $6,519+72.3% | $5,680+97.8% | $6,710+67.4% |
| Admin fee / account holder | $347 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |