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 3-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 | $98,942 | $90,397+9.5% | $76,002+30.2% | $145,959-32.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 15.96% | 621.97%-606.0pp | 360.07%-344.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $4,746 | $3,317+43.1% | $2,688+76.5% | $4,661+1.8% |
| Participant deferral / active EE | $14,658 | $5,163+183.9% | $4,257+244.4% | $6,689+119.2% |
| Admin fee / account holder | $434 | $8,369-94.8% | $6,414-93.2% | $13,398-96.8% |