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 | $86,839 | $58,208+49.2% | $81,812+6.1% | $80,856+7.4% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 17.78% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $12,254 | $2,340+423.7% | $2,912+320.8% | $2,755+344.8% |
| Participant deferral / active EE | $4,823 | $3,281+47.0% | $4,319+11.7% | $4,296+12.3% |
| Admin fee / account holder | $7,962 | $4,981+59.8% | $7,386+7.8% | $6,918+15.1% |