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 | $84,018 | $70,669+18.9% | $169,368-50.4% | $75,163+11.8% |
| Participation rate | 94.3% | 64.8%+29.5pp | 77.1%+17.1pp | 67.2%+27.1pp |
| Annual return | 16.87% | 36.36%-19.5pp | 405.60%-388.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,034 | $2,211+82.5% | $4,013+0.5% | $2,670+51.1% |
| Participant deferral / active EE | $7,693 | $4,311+78.5% | $6,221+23.7% | $4,125+86.5% |
| Admin fee / account holder | $1,889 | $5,402-65.0% | $9,003-79.0% | $5,651-66.6% |