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 | $83,148 | $102,317-18.7% | $146,958-43.4% | $80,856+2.8% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 20.25% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $5,494 | $3,713+48.0% | $4,933+11.4% | $2,755+99.4% |
| Participant deferral / active EE | $17,446 | $6,644+162.6% | $8,070+116.2% | $4,296+306.1% |
| Admin fee / account holder | $1,550 | $7,941-80.5% | $12,998-88.1% | $6,918-77.6% |