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 | $95,318 | $67,411+41.4% | $91,001+4.7% | $70,131+35.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 131.42% | -40.16%+171.6pp | 4.60%+126.8pp | 73.14%+58.3pp |
| Employer contribution / active EE | $2,773 | $1,786+55.3% | $2,456+12.9% | $2,342+18.4% |
| Participant deferral / active EE | $11,794 | $2,823+317.8% | $3,547+232.5% | $3,332+254.0% |
| Admin fee / account holder | $2,661 | $4,236-37.2% | $5,417-50.9% | $4,645-42.7% |