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 | $84,183 | $114,047-26.2% | $96,139-12.4% | $167,490-49.7% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 8.55% | 189.88%-181.3pp | 191.94%-183.4pp | 478.56%-470.0pp |
| Employer contribution / active EE | $4,448 | $3,427+29.8% | $2,797+59.0% | $4,837-8.1% |
| Participant deferral / active EE | $7,395 | $5,194+42.4% | $4,349+70.0% | $6,341+16.6% |
| Admin fee / account holder | $888 | $6,897-87.1% | $5,537-84.0% | $12,309-92.8% |