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 | $128,679 | $102,317+25.8% | $146,958-12.4% | $80,856+59.1% |
| Participation rate | 76.4% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 16.12% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,850 | $3,713-23.3% | $4,933-42.2% | $2,755+3.4% |
| Participant deferral / active EE | $7,679 | $6,644+15.6% | $8,070-4.8% | $4,296+78.8% |
| Admin fee / account holder | $1,917 | $7,941-75.9% | $12,998-85.3% | $6,918-72.3% |