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 | $72,613 | $58,234+24.7% | $81,783-11.2% | $80,874-10.2% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.4%+21.0pp | 67.6%+25.7pp |
| Annual return | 21.71% | 41.70%-20.0pp | 775.05%-753.3pp | 35.62%-13.9pp |
| Employer contribution / active EE | $8,034 | $2,341+243.1% | $2,913+175.8% | $2,756+191.5% |
| Participant deferral / active EE | $8,976 | $3,283+173.4% | $4,320+107.8% | $4,297+108.9% |
| Admin fee / account holder | $335 | $4,982-93.3% | $7,380-95.5% | $6,935-95.2% |