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 | $80,241 | $100,326-20.0% | $180,183-55.5% | $84,808-5.4% |
| Participation rate | 96.2% | 71.0%+25.1pp | 77.4%+18.7pp | 68.3%+27.8pp |
| Annual return | 133.45% | 17.86%+115.6pp | 27.86%+105.6pp | 40.90%+92.6pp |
| Employer contribution / active EE | $8,155 | $3,269+149.5% | $5,039+61.8% | $2,631+210.0% |
| Participant deferral / active EE | $12,324 | $5,066+143.3% | $6,822+80.6% | $4,212+192.6% |
| Admin fee / account holder | $8,619 | $9,674-10.9% | $19,975-56.9% | $7,344+17.4% |