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 | $113,392 | $91,190+24.3% | $178,490-36.5% | $79,858+42.0% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 12.61% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $6,345 | $3,256+94.9% | $5,011+26.6% | $2,471+156.8% |
| Participant deferral / active EE | $4,623 | $3,236+42.9% | $5,202-11.1% | $3,740+23.6% |
| Admin fee / account holder | $8,620 | $6,751+27.7% | $13,984-38.4% | $5,306+62.5% |