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 | $90,700 | $49,173+84.5% | $121,098-25.1% | $75,163+20.7% |
| Participation rate | 72.1% | 55.4%+16.7pp | 69.5%+2.6pp | 67.2%+4.9pp |
| Annual return | 16.79% | 55.99%-39.2pp | 985.75%-969.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,554 | $1,546+194.7% | $4,164+9.4% | $2,670+70.6% |
| Participant deferral / active EE | $5,776 | $2,628+119.8% | $4,080+41.6% | $4,125+40.0% |
| Admin fee / account holder | $2,957 | $3,942-25.0% | $5,644-47.6% | $5,651-47.7% |