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 | $74,888+4.3% | $71,209+9.6% | $142,382-45.2% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 25.97% | 345.14%-319.2pp | 282.51%-256.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $10,869 | $2,854+280.8% | $2,721+299.4% | $4,299+152.8% |
| Participant deferral / active EE | $18,128 | $4,454+307.0% | $4,175+334.2% | $6,507+178.6% |
| Admin fee / account holder | $6,211 | $5,568+11.5% | $5,349+16.1% | $12,624-50.8% |