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 | $76,180 | $56,114+35.8% | $96,139-20.8% | $85,850-11.3% |
| Participation rate | 93.5% | 56.7%+36.8pp | 68.4%+25.1pp | 69.3%+24.2pp |
| Annual return | 84.92% | 42.30%+42.6pp | 191.94%-107.0pp | 318.53%-233.6pp |
| Employer contribution / active EE | $2,920 | $1,620+80.3% | $2,797+4.4% | $2,565+13.8% |
| Participant deferral / active EE | $8,436 | $2,859+195.0% | $4,349+94.0% | $3,952+113.5% |
| Admin fee / account holder | $490 | $3,768-87.0% | $5,537-91.1% | $6,260-92.2% |