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 | $22,919 | $175,202-86.9% | $149,673-84.7% | $139,434-83.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.38% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $6,483 | $5,474+18.4% | $4,818+34.6% | $4,751+36.5% |
| Participant deferral / active EE | $5,948 | $6,519-8.8% | $5,680+4.7% | $6,710-11.4% |
| Admin fee / account holder | $3,904 | $16,150-75.8% | $13,210-70.4% | $11,403-65.8% |