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 | $34,287 | $107,334-68.1% | $92,893-63.1% | $152,861-77.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 102.17% | 145.58%-43.4pp | 109.41%-7.2pp | 345.32%-243.2pp |
| Employer contribution / active EE | $2,642 | $4,221-37.4% | $3,653-27.7% | $4,762-44.5% |
| Participant deferral / active EE | $4,581 | $4,845-5.5% | $4,236+8.1% | $5,850-21.7% |
| Admin fee / account holder | $5,867 | $7,079-17.1% | $5,794+1.3% | $11,596-49.4% |