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 | $122,096 | $66,124+84.6% | $90,404+35.1% | $73,488+66.1% |
| Participation rate | 90.3% | 69.7%+20.6pp | 72.7%+17.6pp | 70.7%+19.6pp |
| Annual return | 17.27% | 17.65%-0.4pp | 1293.02%-1275.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $3,511 | $2,346+49.6% | $3,262+7.6% | $2,270+54.7% |
| Participant deferral / active EE | $5,310 | $3,039+74.7% | $3,963+34.0% | $3,740+42.0% |
| Admin fee / account holder | $4,730 | $396+1093.9% | $5,611-15.7% | $513+821.9% |