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 | $103,621 | $91,538+13.2% | $129,995-20.3% | $75,163+37.9% |
| Participation rate | 97.1% | 71.4%+25.6pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 21.99% | -631.11%+653.1pp | -137.18%+159.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $12,902 | $2,845+353.5% | $4,320+198.7% | $2,670+383.3% |
| Participant deferral / active EE | $9,258 | $4,341+113.3% | $5,820+59.1% | $4,125+124.4% |
| Admin fee / account holder | $3,296 | $6,790-51.5% | $10,614-68.9% | $5,651-41.7% |