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 | $124,912 | $100,923+23.8% | $150,045-16.8% | $74,304+68.1% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.3%+12.3pp | 60.3%+34.2pp |
| Annual return | 25.35% | 51.77%-26.4pp | 62.55%-37.2pp | 29.43%-4.1pp |
| Employer contribution / active EE | $7,815 | $3,463+125.6% | $4,693+66.5% | $2,241+248.7% |
| Participant deferral / active EE | $13,010 | $6,709+93.9% | $7,997+62.7% | $3,767+245.3% |
| Admin fee / account holder | $1,265 | $2,767-54.3% | $13,435-90.6% | $2,969-57.4% |