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 | $70,630 | $56,114+25.9% | $96,139-26.5% | $85,850-17.7% |
| Participation rate | 92.9% | 56.7%+36.1pp | 68.4%+24.4pp | 69.3%+23.5pp |
| Annual return | 17.80% | 42.30%-24.5pp | 191.94%-174.1pp | 318.53%-300.7pp |
| Employer contribution / active EE | $9,742 | $1,620+501.5% | $2,797+248.3% | $2,565+279.8% |
| Participant deferral / active EE | $7,865 | $2,859+175.1% | $4,349+80.9% | $3,952+99.0% |
| Admin fee / account holder | $423 | $3,768-88.8% | $5,537-92.4% | $6,260-93.2% |