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 5-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 | $78,945 | $177,572-55.5% | $154,803-49.0% | $142,382-44.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 130.08% | 65.07%+65.0pp | 58.88%+71.2pp | 217.08%-87.0pp |
| Employer contribution / active EE | $4,119 | $4,810-14.4% | $4,305-4.3% | $4,299-4.2% |
| Participant deferral / active EE | $12,176 | $6,272+94.1% | $5,540+119.8% | $6,507+87.1% |
| Admin fee / account holder | $13,951 | $16,786-16.9% | $14,329-2.6% | $12,624+10.5% |