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 | $127,681 | $105,181+21.4% | $159,436-19.9% | $85,850+48.7% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.1pp |
| Annual return | 35.74% | 45.07%-9.3pp | 263.57%-227.8pp | 318.53%-282.8pp |
| Employer contribution / active EE | $8,927 | $3,318+169.0% | $4,829+84.8% | $2,565+248.0% |
| Participant deferral / active EE | $9,627 | $5,945+61.9% | $7,352+30.9% | $3,952+143.6% |
| Admin fee / account holder | $9,431 | $6,933+36.0% | $10,799-12.7% | $6,260+50.7% |