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 | $86,712 | $112,881-23.2% | $90,951-4.7% | $158,922-45.4% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 8.42% | 215.79%-207.4pp | 134.60%-126.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $4,968 | $2,893+71.7% | $2,122+134.1% | $4,761+4.4% |
| Participant deferral / active EE | $1,133 | $4,128-72.6% | $3,373-66.4% | $5,982-81.1% |
| Admin fee / account holder | $618 | $8,041-92.3% | $5,959-89.6% | $11,246-94.5% |