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 | $107,419 | $102,317+5.0% | $146,958-26.9% | $80,856+32.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 29.11% | 134.76%-105.6pp | 418.34%-389.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $5,998 | $3,713+61.5% | $4,933+21.6% | $2,755+117.7% |
| Participant deferral / active EE | $13,581 | $6,644+104.4% | $8,070+68.3% | $4,296+216.1% |
| Admin fee / account holder | $4,659 | $7,941-41.3% | $12,998-64.2% | $6,918-32.7% |