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 | $85,325 | $74,888+13.9% | $71,209+19.8% | $142,382-40.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 20.50% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,928 | $2,854+37.6% | $2,721+44.3% | $4,299-8.6% |
| Participant deferral / active EE | $7,097 | $4,454+59.3% | $4,175+70.0% | $6,507+9.1% |
| Admin fee / account holder | $1,147 | $5,568-79.4% | $5,349-78.6% | $12,624-90.9% |