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 | $77,068 | $68,346+12.8% | $94,646-18.6% | $75,163+2.5% |
| Participation rate | 90.5% | 76.1%+14.4pp | 80.8%+9.6pp | 67.2%+23.3pp |
| Annual return | 25.73% | 616.93%-591.2pp | 156.71%-131.0pp | 160.62%-134.9pp |
| Employer contribution / active EE | $6,735 | $2,701+149.4% | $3,672+83.4% | $2,670+152.3% |
| Participant deferral / active EE | $13,470 | $6,537+106.0% | $7,418+81.6% | $4,125+226.5% |
| Admin fee / account holder | $747 | $5,326-86.0% | $7,231-89.7% | $5,651-86.8% |