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 | $69,976 | $106,890-34.5% | $84,015-16.7% | $152,861-54.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 25.95% | 104.99%-79.0pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $7,186 | $2,734+162.8% | $1,983+262.3% | $4,762+50.9% |
| Participant deferral / active EE | $7,641 | $4,011+90.5% | $3,239+135.9% | $5,850+30.6% |
| Admin fee / account holder | $1,407 | $8,285-83.0% | $6,101-76.9% | $11,596-87.9% |