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 | $109,881-8.3% | $150,045-32.8% | $84,808+18.8% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 86.68% | 28.25%+58.4pp | 62.55%+24.1pp | 40.90%+45.8pp |
| Employer contribution / active EE | $8,732 | $3,561+145.2% | $4,693+86.1% | $2,631+231.9% |
| Participant deferral / active EE | $14,351 | $6,636+116.3% | $7,997+79.4% | $4,212+240.7% |
| Admin fee / account holder | $25,615 | $8,568+199.0% | $13,435+90.7% | $7,344+248.8% |