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 | $92,411 | $104,486-11.6% | $76,817+20.3% | $152,861-39.5% |
| Participation rate | 86.7% | 76.6%+10.1pp | 72.1%+14.6pp | 82.4%+4.2pp |
| Annual return | 21.58% | 1013.37%-991.8pp | 1166.11%-1144.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,536 | $3,116-18.6% | $2,302+10.2% | $4,762-46.7% |
| Participant deferral / active EE | $4,671 | $4,236+10.3% | $3,336+40.0% | $5,850-20.2% |
| Admin fee / account holder | $4,016 | $12,275-67.3% | $6,420-37.4% | $11,596-65.4% |