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 | $125,423 | $91,538+37.0% | $129,995-3.5% | $75,163+66.9% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 35.86% | -631.11%+667.0pp | -137.18%+173.0pp | 160.62%-124.8pp |
| Employer contribution / active EE | $4,659 | $2,845+63.7% | $4,320+7.8% | $2,670+74.5% |
| Participant deferral / active EE | $10,267 | $4,341+136.5% | $5,820+76.4% | $4,125+148.9% |
| Admin fee / account holder | $647 | $6,790-90.5% | $10,614-93.9% | $5,651-88.6% |