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 | $76,577 | $91,538-16.3% | $129,995-41.1% | $75,163+1.9% |
| Participation rate | 92.7% | 71.4%+21.2pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 34.00% | -631.11%+665.1pp | -137.18%+171.2pp | 160.62%-126.6pp |
| Employer contribution / active EE | $8,505 | $2,845+198.9% | $4,320+96.9% | $2,670+218.6% |
| Participant deferral / active EE | $12,030 | $4,341+177.1% | $5,820+106.7% | $4,125+191.6% |
| Admin fee / account holder | $740 | $6,790-89.1% | $10,614-93.0% | $5,651-86.9% |