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 | $73,970 | $115,770-36.1% | $101,248-26.9% | $158,922-53.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 13.29% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,786 | $4,175+14.6% | $3,660+30.8% | $4,761+0.5% |
| Participant deferral / active EE | $4,786 | $4,957-3.5% | $4,370+9.5% | $5,982-20.0% |
| Admin fee / account holder | $788 | $7,245-89.1% | $5,945-86.8% | $11,246-93.0% |