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 | $90,422 | $74,888+20.7% | $71,209+27.0% | $142,382-36.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 23.36% | 345.14%-321.8pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,941 | $2,854+3.0% | $2,721+8.1% | $4,299-31.6% |
| Participant deferral / active EE | $6,622 | $4,454+48.7% | $4,175+58.6% | $6,507+1.8% |
| Admin fee / account holder | $786 | $5,568-85.9% | $5,349-85.3% | $12,624-93.8% |