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 | $91,686 | $115,770-20.8% | $101,248-9.4% | $158,922-42.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 22.48% | 56.14%-33.7pp | 46.47%-24.0pp | 302.83%-280.3pp |
| Employer contribution / active EE | $7,575 | $4,175+81.5% | $3,660+107.0% | $4,761+59.1% |
| Participant deferral / active EE | $9,456 | $4,957+90.7% | $4,370+116.4% | $5,982+58.1% |
| Admin fee / account holder | $837 | $7,245-88.4% | $5,945-85.9% | $11,246-92.6% |