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 | $149,378 | $105,181+42.0% | $159,436-6.3% | $85,850+74.0% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 12.91% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $7,248 | $3,318+118.4% | $4,829+50.1% | $2,565+182.6% |
| Participant deferral / active EE | $8,856 | $5,945+49.0% | $7,352+20.5% | $3,952+124.1% |
| Admin fee / account holder | $17,579 | $6,933+153.5% | $10,799+62.8% | $6,260+180.8% |