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 | $88,282 | $102,317-13.7% | $146,958-39.9% | $80,856+9.2% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 16.28% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $7,529 | $3,713+102.8% | $4,933+52.6% | $2,755+173.3% |
| Participant deferral / active EE | $13,298 | $6,644+100.2% | $8,070+64.8% | $4,296+209.6% |
| Admin fee / account holder | $3,162 | $7,941-60.2% | $12,998-75.7% | $6,918-54.3% |