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 | $83,017 | $102,317-18.9% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 36.29% | 134.76%-98.5pp | 418.34%-382.0pp | 35.59%+0.7pp |
| Employer contribution / active EE | $2,994 | $3,713-19.4% | $4,933-39.3% | $2,755+8.7% |
| Participant deferral / active EE | $6,125 | $6,644-7.8% | $8,070-24.1% | $4,296+42.6% |
| Admin fee / account holder | $4,650 | $7,941-41.4% | $12,998-64.2% | $6,918-32.8% |