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 | $78,077 | $72,071+8.3% | $68,368+14.2% | $137,256-43.1% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 25.97% | 353.14%-327.2pp | 292.57%-266.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $10,869 | $2,788+289.9% | $2,649+310.3% | $4,156+161.5% |
| Participant deferral / active EE | $18,128 | $4,410+311.1% | $4,123+339.7% | $6,407+182.9% |
| Admin fee / account holder | $6,211 | $5,336+16.4% | $5,150+20.6% | $12,270-49.4% |