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 | $155,534 | $217,402-28.5% | $185,823-16.3% | $167,490-7.1% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 34.24% | 148.36%-114.1pp | 122.05%-87.8pp | 478.56%-444.3pp |
| Employer contribution / active EE | $10,839 | $5,873+84.6% | $5,167+109.8% | $4,837+124.1% |
| Participant deferral / active EE | $4,136 | $6,356-34.9% | $5,568-25.7% | $6,341-34.8% |
| Admin fee / account holder | $1,025 | $19,811-94.8% | $16,237-93.7% | $12,309-91.7% |