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 | $80,484 | $63,346+27.1% | $92,233-12.7% | $70,131+14.8% |
| Participation rate | 91.6% | 68.7%+22.9pp | 76.5%+15.1pp | 69.5%+22.0pp |
| Annual return | 18.41% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $12,641 | $2,471+411.6% | $3,679+243.6% | $2,342+439.7% |
| Participant deferral / active EE | $1,577 | $2,854-44.7% | $3,897-59.5% | $3,332-52.7% |
| Admin fee / account holder | $5,746 | $3,840+49.6% | $5,194+10.6% | $4,645+23.7% |