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 | $92,587 | $107,334-13.7% | $92,893-0.3% | $152,861-39.4% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 19.63% | 145.58%-125.9pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $10,769 | $4,221+155.1% | $3,653+194.8% | $4,762+126.1% |
| Participant deferral / active EE | $6,029 | $4,845+24.4% | $4,236+42.3% | $5,850+3.1% |
| Admin fee / account holder | $2,394 | $7,079-66.2% | $5,794-58.7% | $11,596-79.4% |