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 | $75,927 | $63,346+19.9% | $92,233-17.7% | $70,131+8.3% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 27.63% | 530.12%-502.5pp | 176.28%-148.7pp | 73.14%-45.5pp |
| Employer contribution / active EE | $5,800 | $2,471+134.7% | $3,679+57.6% | $2,342+147.6% |
| Participant deferral / active EE | $6,604 | $2,854+131.4% | $3,897+69.5% | $3,332+98.2% |
| Admin fee / account holder | $2,843 | $3,840-26.0% | $5,194-45.3% | $4,645-38.8% |