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 | $147,350 | $209,336-29.6% | $197,124-25.3% | $137,256+7.4% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 154.48% | 48.09%+106.4pp | 44.34%+110.1pp | 220.34%-65.9pp |
| Employer contribution / active EE | $3,936 | $6,591-40.3% | $6,227-36.8% | $4,156-5.3% |
| Participant deferral / active EE | $11,084 | $9,614+15.3% | $9,135+21.3% | $6,407+73.0% |
| Admin fee / account holder | $20,394 | $17,308+17.8% | $16,298+25.1% | $12,270+66.2% |