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 | $116,954 | $63,346+84.6% | $92,233+26.8% | $70,131+66.8% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 14.17% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,995 | $2,471+21.2% | $3,679-18.6% | $2,342+27.9% |
| Participant deferral / active EE | $6,750 | $2,854+136.5% | $3,897+73.2% | $3,332+102.6% |
| Admin fee / account holder | $11,513 | $3,840+199.8% | $5,194+121.7% | $4,645+147.8% |