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 | $87,557 | $183,519-52.3% | $155,509-43.7% | $145,922-40.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.62% | 61.17%-49.5pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,734 | $5,313+64.4% | $4,672+86.9% | $4,660+87.4% |
| Participant deferral / active EE | $24,587 | $6,462+280.5% | $5,626+337.0% | $6,688+267.6% |
| Admin fee / account holder | $5,979 | $19,313-69.0% | $15,912-62.4% | $13,397-55.4% |