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 | $99,528 | $105,998-6.1% | $92,233+7.9% | $147,584-32.6% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 24.04% | 50.05%-26.0pp | 176.28%-152.2pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,767 | $4,333-59.2% | $3,679-52.0% | $4,876-63.8% |
| Participant deferral / active EE | $6,137 | $4,478+37.0% | $3,897+57.5% | $5,439+12.8% |
| Admin fee / account holder | $2,856 | $6,332-54.9% | $5,194-45.0% | $10,885-73.8% |