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 | $38,697 | $89,355-56.7% | $141,162-72.6% | $72,985-47.0% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 46.51% | 111.85%-65.3pp | 71.39%-24.9pp | 81.00%-34.5pp |
| Employer contribution / active EE | $6,739 | $3,114+116.4% | $4,735+42.3% | $2,440+176.2% |
| Participant deferral / active EE | $7,126 | $5,418+31.5% | $6,709+6.2% | $3,607+97.5% |
| Admin fee / account holder | $3,043 | $5,958-48.9% | $10,261-70.3% | $5,124-40.6% |