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 | $81,628 | $63,346+28.9% | $92,233-11.5% | $70,131+16.4% |
| Participation rate | 95.2% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.7pp |
| Annual return | 15.62% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $17,054 | $2,471+590.1% | $3,679+363.5% | $2,342+628.0% |
| Participant deferral / active EE | $1,171 | $2,854-59.0% | $3,897-69.9% | $3,332-64.8% |
| Admin fee / account holder | $5,683 | $3,840+48.0% | $5,194+9.4% | $4,645+22.3% |