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 4-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 | $154,218 | $133,922+15.2% | $116,228+32.7% | $142,382+8.3% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 19.97% | 147.76%-127.8pp | 90.06%-70.1pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,398 | $3,446+114.7% | $2,994+147.1% | $4,299+72.1% |
| Participant deferral / active EE | $13,417 | $5,672+136.5% | $4,953+170.9% | $6,507+106.2% |
| Admin fee / account holder | $10,292 | $14,945-31.1% | $11,989-14.2% | $12,624-18.5% |