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 | $151,961 | $125,758+20.8% | $169,993-10.6% | $75,163+102.2% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 82.40% | 27.20%+55.2pp | 53.37%+29.0pp | 160.62%-78.2pp |
| Employer contribution / active EE | $9,230 | $4,615+100.0% | $6,785+36.0% | $2,670+245.7% |
| Participant deferral / active EE | $14,582 | $6,837+113.3% | $10,408+40.1% | $4,125+253.5% |
| Admin fee / account holder | $1,496 | $8,173-81.7% | $12,815-88.3% | $5,651-73.5% |