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 | $146,053 | $48,274+202.5% | $63,517+129.9% | $59,632+144.9% |
| Participation rate | 98.6% | 66.3%+32.3pp | 71.0%+27.6pp | 68.7%+30.0pp |
| Annual return | 230.31% | -240.79%+471.1pp | -70.30%+300.6pp | 2041.28%-1811.0pp |
| Employer contribution / active EE | $2,776 | $1,586+75.0% | $2,322+19.6% | $2,203+26.1% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,251 | $3,600-65.3% | $5,892-78.8% | $4,297-70.9% |