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 | $112,499 | $63,346+77.6% | $92,233+22.0% | $70,131+60.4% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 18.76% | 530.12%-511.4pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $5,644 | $2,471+128.4% | $3,679+53.4% | $2,342+140.9% |
| Participant deferral / active EE | $10,849 | $2,854+280.2% | $3,897+178.4% | $3,332+225.6% |
| Admin fee / account holder | $5,152 | $3,840+34.2% | $5,194-0.8% | $4,645+10.9% |