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 | $104,975 | $183,592-42.8% | $155,567-32.5% | $145,959-28.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.60% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.4pp |
| Employer contribution / active EE | $7,650 | $5,315+43.9% | $4,674+63.7% | $4,661+64.1% |
| Participant deferral / active EE | $10,328 | $6,464+59.8% | $5,628+83.5% | $6,689+54.4% |
| Admin fee / account holder | $2,306 | $19,318-88.1% | $15,916-85.5% | $13,398-82.8% |