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 | $143,049 | $106,890+33.8% | $84,015+70.3% | $152,861-6.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 69.0%+24.3pp | 82.4%+10.9pp |
| Annual return | 21.56% | 104.99%-83.4pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $4,405 | $2,734+61.1% | $1,983+122.1% | $4,762-7.5% |
| Participant deferral / active EE | $6,416 | $4,011+59.9% | $3,239+98.1% | $5,850+9.7% |
| Admin fee / account holder | $4,278 | $8,285-48.4% | $6,101-29.9% | $11,596-63.1% |