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 | $195,997 | $150,187+30.5% | $120,354+62.8% | $145,922+34.3% |
| Participation rate | 81.3% | 78.8%+2.5pp | 71.9%+9.3pp | 80.3%+1.0pp |
| Annual return | 11.84% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,910 | $4,348-33.1% | $3,463-16.0% | $4,660-37.5% |
| Participant deferral / active EE | $9,604 | $6,173+55.6% | $4,991+92.4% | $6,688+43.6% |
| Admin fee / account holder | $5,933 | $12,207-51.4% | $9,423-37.0% | $13,397-55.7% |