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 | $156,148 | $201,272-22.4% | $184,203-15.2% | $145,922+7.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 109.23% | 29.00%+80.2pp | 28.81%+80.4pp | 561.29%-452.1pp |
| Employer contribution / active EE | $10,009 | $7,022+42.5% | $6,427+55.7% | $4,660+114.8% |
| Participant deferral / active EE | $13,538 | $9,806+38.1% | $9,131+48.3% | $6,688+102.4% |
| Admin fee / account holder | $2,261 | $16,364-86.2% | $13,901-83.7% | $13,397-83.1% |