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 | $122,734 | $102,317+20.0% | $146,958-16.5% | $80,856+51.8% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 23.18% | 134.76%-111.6pp | 418.34%-395.2pp | 35.59%-12.4pp |
| Employer contribution / active EE | $3,453 | $3,713-7.0% | $4,933-30.0% | $2,755+25.3% |
| Participant deferral / active EE | $7,309 | $6,644+10.0% | $8,070-9.4% | $4,296+70.1% |
| Admin fee / account holder | $3,253 | $7,941-59.0% | $12,998-75.0% | $6,918-53.0% |