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 | $77,042 | $102,317-24.7% | $146,958-47.6% | $80,856-4.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.00% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,394 | $3,713+45.3% | $4,933+9.3% | $2,755+95.8% |
| Participant deferral / active EE | $3,355 | $6,644-49.5% | $8,070-58.4% | $4,296-21.9% |
| Admin fee / account holder | $17,218 | $7,941+116.8% | $12,998+32.5% | $6,918+148.9% |