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 | $71,125 | $102,317-30.5% | $146,958-51.6% | $80,856-12.0% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 18.90% | 134.76%-115.9pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,558 | $3,713+22.7% | $4,933-7.6% | $2,755+65.4% |
| Participant deferral / active EE | $11,791 | $6,644+77.5% | $8,070+46.1% | $4,296+174.5% |
| Admin fee / account holder | $788 | $7,941-90.1% | $12,998-93.9% | $6,918-88.6% |