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 | $106,764 | $99,079+7.8% | $77,999+36.9% | $273,961-61.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.5%+17.3pp | 83.0%+9.8pp |
| Annual return | 9.68% | 217.93%-208.2pp | 425.96%-416.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,013 | $3,308+21.3% | $2,470+62.5% | $4,869-17.6% |
| Participant deferral / active EE | $7,613 | $4,306+76.8% | $3,497+117.7% | $5,287+44.0% |
| Admin fee / account holder | $2,182 | $8,954-75.6% | $5,480-60.2% | $10,132-78.5% |