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 | $82,510 | $109,327-24.5% | $89,391-7.7% | $158,922-48.1% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.0%+21.5pp | 82.0%+7.5pp |
| Annual return | 15.39% | 345.68%-330.3pp | 245.62%-230.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,882 | $3,170-40.6% | $2,586-27.2% | $4,761-60.5% |
| Participant deferral / active EE | $8,011 | $4,598+74.2% | $3,890+105.9% | $5,982+33.9% |
| Admin fee / account holder | $19,176 | $6,153+211.7% | $4,881+292.8% | $11,246+70.5% |