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 | $108,798 | $102,382+6.3% | $147,005-26.0% | $80,874+34.5% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 15.96% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $3,273 | $3,715-11.9% | $4,934-33.7% | $2,756+18.8% |
| Participant deferral / active EE | $7,192 | $6,646+8.2% | $8,070-10.9% | $4,297+67.4% |
| Admin fee / account holder | $789 | $7,942-90.1% | $13,006-93.9% | $6,935-88.6% |