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 | $87,352 | $99,079-11.8% | $77,999+12.0% | $273,961-68.1% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.5%+20.3pp | 83.0%+12.8pp |
| Annual return | 4.62% | 217.93%-213.3pp | 425.96%-421.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $11,067 | $3,308+234.6% | $2,470+348.0% | $4,869+127.3% |
| Participant deferral / active EE | $13,601 | $4,306+215.8% | $3,497+288.9% | $5,287+157.2% |
| Admin fee / account holder | $16,876 | $8,954+88.5% | $5,480+207.9% | $10,132+66.6% |