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 10-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 | $70,604 | $58,208+21.3% | $81,812-13.7% | $80,856-12.7% |
| Participation rate | 95.1% | 63.4%+31.7pp | 72.3%+22.8pp | 67.6%+27.5pp |
| Annual return | 15.06% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,659 | $2,340+99.1% | $2,912+60.0% | $2,755+69.1% |
| Participant deferral / active EE | $5,923 | $3,281+80.5% | $4,319+37.1% | $4,296+37.9% |
| Admin fee / account holder | $15,806 | $4,981+217.3% | $7,386+114.0% | $6,918+128.5% |