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 | $90,348+9.5% | $75,972+30.2% | $145,922-32.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 15.96% | 620.88%-604.9pp | 359.55%-343.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,746 | $3,311+43.3% | $2,685+76.8% | $4,660+1.9% |
| Participant deferral / active EE | $14,658 | $5,162+184.0% | $4,255+244.5% | $6,688+119.2% |
| Admin fee / account holder | $434 | $8,467-94.9% | $6,467-93.3% | $13,397-96.8% |