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 | $129,638 | $77,314+67.7% | $177,989-27.2% | $80,856+60.3% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.6%+29.2pp |
| Annual return | 12.51% | 18.09%-5.6pp | 294.48%-282.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,572 | $2,292+55.8% | $3,949-9.6% | $2,755+29.6% |
| Participant deferral / active EE | $8,553 | $4,411+93.9% | $6,276+36.3% | $4,296+99.1% |
| Admin fee / account holder | $24,353 | $7,191+238.7% | $10,363+135.0% | $6,918+252.0% |