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 | $113,781 | $99,079+14.8% | $77,999+45.9% | $273,961-58.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 4.86% | 217.93%-213.1pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,709 | $3,308-48.3% | $2,470-30.8% | $4,869-64.9% |
| Participant deferral / active EE | $3,900 | $4,306-9.4% | $3,497+11.5% | $5,287-26.2% |
| Admin fee / account holder | $10,977 | $8,954+22.6% | $5,480+100.3% | $10,132+8.3% |