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 | $103,448 | $83,902+23.3% | $167,512-38.2% | $84,808+22.0% |
| Participation rate | 93.2% | 66.5%+26.7pp | 77.1%+16.1pp | 68.3%+24.9pp |
| Annual return | 38.68% | 91.55%-52.9pp | 1615.79%-1577.1pp | 40.90%-2.2pp |
| Employer contribution / active EE | $3,272 | $2,264+44.5% | $3,882-15.7% | $2,631+24.4% |
| Participant deferral / active EE | $7,508 | $4,442+69.0% | $6,405+17.2% | $4,212+78.3% |
| Admin fee / account holder | $5,021 | $7,915-36.6% | $9,769-48.6% | $7,344-31.6% |