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 5-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 | $58,062 | $179,726-67.7% | $156,263-62.8% | $142,382-59.2% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 56.46% | 77.86%-21.4pp | 59.47%-3.0pp | 217.08%-160.6pp |
| Employer contribution / active EE | $4,493 | $5,069-11.4% | $4,333+3.7% | $4,299+4.5% |
| Participant deferral / active EE | $9,131 | $6,956+31.3% | $6,158+48.3% | $6,507+40.3% |
| Admin fee / account holder | $857 | $17,272-95.0% | $14,255-94.0% | $12,624-93.2% |