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 | $66,039 | $100,773-34.5% | $88,946-25.8% | $142,382-53.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 19.50% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,781 | $2,918+63.9% | $2,555+87.1% | $4,299+11.2% |
| Participant deferral / active EE | $7,715 | $5,230+47.5% | $4,581+68.4% | $6,507+18.6% |
| Admin fee / account holder | $607 | $9,693-93.7% | $8,261-92.6% | $12,624-95.2% |