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 | $171,049 | $105,181+62.6% | $159,436+7.3% | $85,850+99.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 61.97% | 45.07%+16.9pp | 263.57%-201.6pp | 318.53%-256.6pp |
| Employer contribution / active EE | $6,478 | $3,318+95.2% | $4,829+34.1% | $2,565+152.5% |
| Participant deferral / active EE | $25,152 | $5,945+323.1% | $7,352+242.1% | $3,952+536.5% |
| Admin fee / account holder | $1,186 | $6,933-82.9% | $10,799-89.0% | $6,260-81.1% |