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 | $70,319 | $102,966-31.7% | $90,281-22.1% | $152,861-54.0% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 20.59% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,517 | $3,139-19.8% | $2,854-11.8% | $4,762-47.1% |
| Participant deferral / active EE | $6,765 | $4,281+58.0% | $3,885+74.1% | $5,850+15.6% |
| Admin fee / account holder | $3,290 | $6,171-46.7% | $5,351-38.5% | $11,596-71.6% |