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 | $144,110 | $104,974+37.3% | $95,585+50.8% | $142,382+1.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 18.96% | 210.33%-191.4pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,252 | $2,779+269.0% | $2,527+305.8% | $4,299+138.5% |
| Participant deferral / active EE | $15,166 | $4,352+248.5% | $4,023+277.0% | $6,507+133.1% |
| Admin fee / account holder | $5,865 | $6,386-8.2% | $6,127-4.3% | $12,624-53.5% |