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 6-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 | $152,121 | $111,754+36.1% | $103,333+47.2% | $145,922+4.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 47.09% | 24.77%+22.3pp | 24.88%+22.2pp | 561.29%-514.2pp |
| Employer contribution / active EE | $901 | $4,212-78.6% | $3,868-76.7% | $4,660-80.7% |
| Participant deferral / active EE | $8,720 | $5,619+55.2% | $5,057+72.4% | $6,688+30.4% |
| Admin fee / account holder | $494 | $9,750-94.9% | $8,355-94.1% | $13,397-96.3% |