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 | $113,026 | $99,079+14.1% | $77,999+44.9% | $273,961-58.7% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.5%+20.1pp | 83.0%+12.6pp |
| Annual return | 5.60% | 217.93%-212.3pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $6,068 | $3,308+83.4% | $2,470+145.6% | $4,869+24.6% |
| Participant deferral / active EE | $3,810 | $4,306-11.5% | $3,497+9.0% | $5,287-27.9% |
| Admin fee / account holder | $10,649 | $8,954+18.9% | $5,480+94.3% | $10,132+5.1% |