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 6-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 | $153,468 | $102,382+49.9% | $147,005+4.4% | $80,874+89.8% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 12.09% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $9,719 | $3,715+161.6% | $4,934+97.0% | $2,756+252.7% |
| Participant deferral / active EE | $13,313 | $6,646+100.3% | $8,070+65.0% | $4,297+209.8% |
| Admin fee / account holder | $23,031 | $7,942+190.0% | $13,006+77.1% | $6,935+232.1% |