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 | $125,059 | $98,750+26.6% | $149,696-16.5% | $79,858+56.6% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $6,923 | $3,216+115.2% | $4,644+49.1% | $2,471+180.2% |
| Participant deferral / active EE | $7,837 | $5,680+38.0% | $6,842+14.6% | $3,740+109.6% |
| Admin fee / account holder | $844 | $6,053-86.1% | $9,309-90.9% | $5,306-84.1% |