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 | $99,610 | $115,770-14.0% | $101,248-1.6% | $158,922-37.3% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 16.81% | 56.14%-39.3pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,227 | $4,175-46.7% | $3,660-39.1% | $4,761-53.2% |
| Participant deferral / active EE | $6,751 | $4,957+36.2% | $4,370+54.5% | $5,982+12.9% |
| Admin fee / account holder | $3,033 | $7,245-58.1% | $5,945-49.0% | $11,246-73.0% |