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 | $147,318 | $58,208+153.1% | $81,812+80.1% | $80,856+82.2% |
| Participation rate | 97.0% | 63.4%+33.6pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 12.64% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,698 | $2,340+143.5% | $2,912+95.6% | $2,755+106.8% |
| Participant deferral / active EE | $12,589 | $3,281+283.7% | $4,319+191.5% | $4,296+193.1% |
| Admin fee / account holder | $7,007 | $4,981+40.7% | $7,386-5.1% | $6,918+1.3% |