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 | $119,167 | $102,317+16.5% | $146,958-18.9% | $80,856+47.4% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 14.60% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,016 | $3,713+35.1% | $4,933+1.7% | $2,755+82.1% |
| Participant deferral / active EE | $13,891 | $6,644+109.1% | $8,070+72.1% | $4,296+223.4% |
| Admin fee / account holder | $854 | $7,941-89.2% | $12,998-93.4% | $6,918-87.7% |