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 | $131,193 | $75,828+73.0% | $147,614-11.1% | $59,632+120.0% |
| Participation rate | 92.8% | 71.6%+21.2pp | 84.6%+8.1pp | 68.7%+24.1pp |
| Annual return | 1.97% | 0.37%+1.6pp | 61.98%-60.0pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $6,790 | $3,485+94.9% | $5,564+22.0% | $2,203+208.3% |
| Participant deferral / active EE | $3,656 | $3,130+16.8% | $4,895-25.3% | $3,192+14.6% |
| Admin fee / account holder | $573 | $5,985-90.4% | $11,611-95.1% | $4,297-86.7% |