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 | $132,634-32.1% | $115,768-22.2% | $137,256-34.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 25.81% | 160.70%-134.9pp | 100.46%-74.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $9,579 | $3,360+185.1% | $2,940+225.8% | $4,156+130.5% |
| Participant deferral / active EE | $8,714 | $5,619+55.1% | $4,917+77.2% | $6,407+36.0% |
| Admin fee / account holder | $674 | $15,028-95.5% | $12,439-94.6% | $12,270-94.5% |