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 | $90,027 | $183,519-50.9% | $155,509-42.1% | $145,922-38.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 26.75% | 61.17%-34.4pp | 64.67%-37.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $10,602 | $5,313+99.6% | $4,672+126.9% | $4,660+127.5% |
| Participant deferral / active EE | $7,231 | $6,462+11.9% | $5,626+28.5% | $6,688+8.1% |
| Admin fee / account holder | $3,233 | $19,313-83.3% | $15,912-79.7% | $13,397-75.9% |