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 | $95,573 | $202,432-52.8% | $169,368-43.6% | $139,434-31.5% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 17.38% | 531.74%-514.4pp | 405.60%-388.2pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,565 | $4,692+39.9% | $4,013+63.6% | $4,751+38.2% |
| Participant deferral / active EE | $3,708 | $6,938-46.6% | $6,221-40.4% | $6,710-44.7% |
| Admin fee / account holder | $1,812 | $10,708-83.1% | $9,003-79.9% | $11,403-84.1% |