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 3-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 | $35,458 | $177,572-80.0% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 35.58% | 65.07%-29.5pp | 58.88%-23.3pp | 217.08%-181.5pp |
| Employer contribution / active EE | $9,137 | $4,810+89.9% | $4,305+112.2% | $4,299+112.5% |
| Participant deferral / active EE | $18,476 | $6,272+194.6% | $5,540+233.5% | $6,507+183.9% |
| Admin fee / account holder | $1,435 | $16,786-91.5% | $14,329-90.0% | $12,624-88.6% |