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 | $97,509 | $78,672+23.9% | $109,143-10.7% | $85,850+13.6% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.3pp |
| Annual return | 49.67% | 25.09%+24.6pp | 25.75%+23.9pp | 318.53%-268.9pp |
| Employer contribution / active EE | $5,926 | $2,735+116.7% | $3,722+59.2% | $2,565+131.0% |
| Participant deferral / active EE | $4,610 | $3,467+33.0% | $4,653-0.9% | $3,952+16.7% |
| Admin fee / account holder | $3,804 | $5,469-30.4% | $6,752-43.7% | $6,260-39.2% |