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 | $107,830 | $102,317+5.4% | $146,958-26.6% | $80,856+33.4% |
| Participation rate | 89.4% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 12.22% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,801 | $3,713-24.6% | $4,933-43.2% | $2,755+1.7% |
| Participant deferral / active EE | $8,249 | $6,644+24.2% | $8,070+2.2% | $4,296+92.0% |
| Admin fee / account holder | $1,717 | $7,941-78.4% | $12,998-86.8% | $6,918-75.2% |