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 | $83,101 | $81,208+2.3% | $98,907-16.0% | $79,858+4.1% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 15.21% | 60.99%-45.8pp | 196.43%-181.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,587 | $1,960+32.0% | $2,689-3.8% | $2,471+4.7% |
| Participant deferral / active EE | $6,477 | $3,265+98.4% | $4,244+52.6% | $3,740+73.2% |
| Admin fee / account holder | $2,311 | $6,013-61.6% | $6,642-65.2% | $5,306-56.5% |