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 | $80,895 | $126,574-36.1% | $106,213-23.8% | $145,922-44.6% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 9.20% | 224.79%-215.6pp | 116.14%-106.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,935 | $3,730-48.1% | $3,171-39.0% | $4,660-58.5% |
| Participant deferral / active EE | $7,429 | $5,724+29.8% | $5,016+48.1% | $6,688+11.1% |
| Admin fee / account holder | $1,782 | $17,304-89.7% | $11,033-83.8% | $13,397-86.7% |