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 | $90,065 | $133,922-32.7% | $116,228-22.5% | $142,382-36.7% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 25.81% | 147.76%-121.9pp | 90.06%-64.2pp | 217.08%-191.3pp |
| Employer contribution / active EE | $9,579 | $3,446+178.0% | $2,994+219.9% | $4,299+122.8% |
| Participant deferral / active EE | $8,714 | $5,672+53.6% | $4,953+75.9% | $6,507+33.9% |
| Admin fee / account holder | $674 | $14,945-95.5% | $11,989-94.4% | $12,624-94.7% |