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 | $81,671 | $105,181-22.4% | $159,436-48.8% | $85,850-4.9% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.8%+7.7pp | 69.3%+21.3pp |
| Annual return | 13.33% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,088 | $3,318-37.1% | $4,829-56.8% | $2,565-18.6% |
| Participant deferral / active EE | $9,481 | $5,945+59.5% | $7,352+29.0% | $3,952+139.9% |
| Admin fee / account holder | $819 | $6,933-88.2% | $10,799-92.4% | $6,260-86.9% |