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 | $114,482 | $73,515+55.7% | $62,995+81.7% | $147,584-22.4% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.8%+9.8pp | 82.8%+1.8pp |
| Annual return | 10.50% | 175.43%-164.9pp | 87.57%-77.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,708 | $3,320-18.4% | $2,759-1.8% | $4,876-44.5% |
| Participant deferral / active EE | $6,027 | $4,185+44.0% | $3,329+81.0% | $5,439+10.8% |
| Admin fee / account holder | $430 | $5,953-92.8% | $3,600-88.1% | $10,885-96.0% |