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 | $106,090 | $89,355+18.7% | $141,162-24.8% | $72,985+45.4% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.2pp | 69.5%+3.8pp |
| Annual return | 142.10% | 111.85%+30.3pp | 71.39%+70.7pp | 81.00%+61.1pp |
| Employer contribution / active EE | $1,710 | $3,114-45.1% | $4,735-63.9% | $2,440-29.9% |
| Participant deferral / active EE | $6,889 | $5,418+27.2% | $6,709+2.7% | $3,607+91.0% |
| Admin fee / account holder | $1,107 | $5,958-81.4% | $10,261-89.2% | $5,124-78.4% |