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 8-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 | $105,281 | $108,919-3.3% | $100,391+4.9% | $145,922-27.9% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 14.77% | 57.88%-43.1pp | 49.20%-34.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,475 | $4,419-44.0% | $3,942-37.2% | $4,660-46.9% |
| Participant deferral / active EE | $6,757 | $8,445-20.0% | $8,082-16.4% | $6,688+1.0% |
| Admin fee / account holder | $6,742 | $9,689-30.4% | $7,899-14.7% | $13,397-49.7% |