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 | $97,048 | $74,888+29.6% | $71,209+36.3% | $142,382-31.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.58% | 345.14%-323.6pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,051 | $2,854+41.9% | $2,721+48.9% | $4,299-5.8% |
| Participant deferral / active EE | $11,211 | $4,454+151.7% | $4,175+168.5% | $6,507+72.3% |
| Admin fee / account holder | $804 | $5,568-85.6% | $5,349-85.0% | $12,624-93.6% |