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 | $83,011 | $80,812+2.7% | $160,784-48.4% | $82,448+0.7% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.0%+15.4pp | 68.1%+24.2pp |
| Annual return | 15.16% | 100.59%-85.4pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,195 | $2,174+47.0% | $3,733-14.4% | $2,551+25.2% |
| Participant deferral / active EE | $5,985 | $4,335+38.0% | $6,293-4.9% | $4,139+44.6% |
| Admin fee / account holder | $1,030 | $7,695-86.6% | $9,717-89.4% | $7,234-85.8% |