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 | $67,494 | $102,317-34.0% | $146,958-54.1% | $80,856-16.5% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+1.9pp | 67.6%+16.5pp |
| Annual return | 14.84% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,848 | $3,713+3.6% | $4,933-22.0% | $2,755+39.7% |
| Participant deferral / active EE | $9,025 | $6,644+35.8% | $8,070+11.8% | $4,296+110.1% |
| Admin fee / account holder | $4,822 | $7,941-39.3% | $12,998-62.9% | $6,918-30.3% |