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 | $105,468 | $72,071+46.3% | $68,368+54.3% | $137,256-23.2% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 20.01% | 353.14%-333.1pp | 292.57%-272.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,048 | $2,788+81.1% | $2,649+90.6% | $4,156+21.5% |
| Participant deferral / active EE | $6,137 | $4,410+39.2% | $4,123+48.9% | $6,407-4.2% |
| Admin fee / account holder | $1,268 | $5,336-76.2% | $5,150-75.4% | $12,270-89.7% |