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 | $120,683 | $106,749+13.1% | $145,433-17.0% | $82,448+46.4% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 45.58% | 27.59%+18.0pp | 66.58%-21.0pp | 41.64%+3.9pp |
| Employer contribution / active EE | $9,226 | $3,444+167.9% | $4,554+102.6% | $2,551+261.7% |
| Participant deferral / active EE | $16,012 | $6,519+145.6% | $7,897+102.7% | $4,139+286.8% |
| Admin fee / account holder | $5,313 | $8,390-36.7% | $13,129-59.5% | $7,234-26.6% |