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 | $111,681 | $159,901-30.2% | $146,958-24.0% | $145,922-23.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 15.71% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $10,609 | $5,286+100.7% | $4,933+115.1% | $4,660+127.7% |
| Participant deferral / active EE | $8,905 | $8,428+5.7% | $8,070+10.3% | $6,688+33.2% |
| Admin fee / account holder | $1,598 | $15,044-89.4% | $12,998-87.7% | $13,397-88.1% |