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 | $130,155 | $105,181+23.7% | $159,436-18.4% | $85,850+51.6% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 69.70% | 45.07%+24.6pp | 263.57%-193.9pp | 318.53%-248.8pp |
| Employer contribution / active EE | $7,682 | $3,318+131.5% | $4,829+59.1% | $2,565+199.5% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,500 | $6,933-49.5% | $10,799-67.6% | $6,260-44.1% |