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 | $93,516 | $74,888+24.9% | $71,209+31.3% | $142,382-34.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 181.83% | 345.14%-163.3pp | 282.51%-100.7pp | 217.08%-35.2pp |
| Employer contribution / active EE | $8,036 | $2,854+181.5% | $2,721+195.3% | $4,299+86.9% |
| Participant deferral / active EE | $10,483 | $4,454+135.3% | $4,175+151.1% | $6,507+61.1% |
| Admin fee / account holder | $76,882 | $5,568+1280.7% | $5,349+1337.4% | $12,624+509.0% |