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 | $61,642 | $127,065-51.5% | $113,168-45.5% | $142,382-56.7% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 53.27% | 24.03%+29.2pp | 24.27%+29.0pp | 217.08%-163.8pp |
| Employer contribution / active EE | $6,266 | $3,442+82.1% | $2,975+110.6% | $4,299+45.8% |
| Participant deferral / active EE | $12,671 | $5,716+121.7% | $5,107+148.1% | $6,507+94.7% |
| Admin fee / account holder | $2,179 | $15,736-86.2% | $12,068-81.9% | $12,624-82.7% |