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 | $97,221 | $112,096-13.3% | $95,952+1.3% | $158,922-38.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 8.80% | 171.09%-162.3pp | 91.61%-82.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $6,237 | $3,198+95.0% | $2,541+145.4% | $4,761+31.0% |
| Participant deferral / active EE | $2,758 | $4,784-42.4% | $4,167-33.8% | $5,982-53.9% |
| Admin fee / account holder | $977 | $10,130-90.4% | $6,795-85.6% | $11,246-91.3% |