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 | $59,013 | $48,046+22.8% | $84,611-30.3% | $72,985-19.1% |
| Participation rate | 88.2% | 57.6%+30.7pp | 68.2%+20.0pp | 69.5%+18.7pp |
| Annual return | 26.31% | 37.38%-11.1pp | 258.74%-232.4pp | 81.00%-54.7pp |
| Employer contribution / active EE | $8,034 | $1,602+401.6% | $2,652+202.9% | $2,440+229.3% |
| Participant deferral / active EE | $13,967 | $2,680+421.1% | $3,899+258.2% | $3,607+287.2% |
| Admin fee / account holder | $16,770 | $3,395+394.0% | $4,912+241.4% | $5,124+227.3% |