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 | $93,986 | $72,071+30.4% | $68,368+37.5% | $137,256-31.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.01% | 353.14%-332.1pp | 292.57%-271.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,419 | $2,788+22.6% | $2,649+29.1% | $4,156-17.7% |
| Participant deferral / active EE | $14,691 | $4,410+233.1% | $4,123+256.3% | $6,407+129.3% |
| Admin fee / account holder | $331 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |