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 | $56,507 | $106,890-47.1% | $84,015-32.7% | $152,861-63.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 25.97% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,177 | $2,734-20.4% | $1,983+9.8% | $4,762-54.3% |
| Participant deferral / active EE | $7,138 | $4,011+78.0% | $3,239+120.4% | $5,850+22.0% |
| Admin fee / account holder | $1,006 | $8,285-87.9% | $6,101-83.5% | $11,596-91.3% |