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 | $228,572 | $148,534+53.9% | $135,903+68.2% | $139,434+63.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.21% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $8,826 | $5,243+68.3% | $4,856+81.7% | $4,751+85.8% |
| Participant deferral / active EE | $20,137 | $8,100+148.6% | $7,758+159.6% | $6,710+200.1% |
| Admin fee / account holder | $62,388 | $12,400+403.1% | $10,762+479.7% | $11,403+447.1% |