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 | $135,194 | $98,750+36.9% | $149,696-9.7% | $79,858+69.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 15.16% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $6,377 | $3,216+98.3% | $4,644+37.3% | $2,471+158.1% |
| Participant deferral / active EE | $14,980 | $5,680+163.7% | $6,842+118.9% | $3,740+300.5% |
| Admin fee / account holder | $2,195 | $6,053-63.7% | $9,309-76.4% | $5,306-58.6% |