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 | $138,289 | $109,982+25.7% | $97,226+42.2% | $145,922-5.2% |
| Participation rate | 86.7% | 75.9%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 12.07% | 242.90%-230.8pp | 75.13%-63.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,192 | $3,084+3.5% | $2,729+17.0% | $4,660-31.5% |
| Participant deferral / active EE | $6,222 | $4,676+33.1% | $4,264+45.9% | $6,688-7.0% |
| Admin fee / account holder | $29,512 | $6,221+374.4% | $5,654+422.0% | $13,397+120.3% |