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 | $100,792 | $106,749-5.6% | $145,433-30.7% | $82,448+22.2% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 86.68% | 27.59%+59.1pp | 66.58%+20.1pp | 41.64%+45.0pp |
| Employer contribution / active EE | $8,732 | $3,444+153.5% | $4,554+91.7% | $2,551+242.3% |
| Participant deferral / active EE | $14,351 | $6,519+120.1% | $7,897+81.7% | $4,139+246.7% |
| Admin fee / account holder | $25,615 | $8,390+205.3% | $13,129+95.1% | $7,234+254.1% |