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 | $144,527 | $74,888+93.0% | $71,209+103.0% | $142,382+1.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.77% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $8,098 | $2,854+183.7% | $2,721+197.6% | $4,299+88.4% |
| Participant deferral / active EE | $13,059 | $4,454+193.2% | $4,175+212.8% | $6,507+100.7% |
| Admin fee / account holder | $8,498 | $5,568+52.6% | $5,349+58.9% | $12,624-32.7% |