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 | $120,052 | $102,382+17.3% | $147,005-18.3% | $80,874+48.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 24.72% | 134.89%-110.2pp | 418.76%-394.0pp | 35.62%-10.9pp |
| Employer contribution / active EE | $17,486 | $3,715+370.7% | $4,934+254.4% | $2,756+534.5% |
| Participant deferral / active EE | $20,152 | $6,646+203.2% | $8,070+149.7% | $4,297+369.0% |
| Admin fee / account holder | $14,265 | $7,942+79.6% | $13,006+9.7% | $6,935+105.7% |