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 5-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 | $116,967 | $86,286+35.6% | $111,297+5.1% | $85,850+36.2% |
| Participation rate | 93.1% | 73.3%+19.8pp | 77.3%+15.8pp | 69.3%+23.8pp |
| Annual return | 11.33% | 19.99%-8.7pp | 54.65%-43.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $5,763 | $2,043+182.1% | $2,731+111.0% | $2,565+124.7% |
| Participant deferral / active EE | $6,266 | $3,641+72.1% | $4,487+39.6% | $3,952+58.6% |
| Admin fee / account holder | $773 | $8,188-90.6% | $7,964-90.3% | $6,260-87.7% |