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 4-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 | $106,994 | $165,984-35.5% | $164,813-35.1% | $145,922-26.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 10.74% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,061 | $5,273-23.0% | $4,341-6.4% | $4,660-12.8% |
| Participant deferral / active EE | $10,263 | $6,959+47.5% | $6,031+70.2% | $6,688+53.5% |
| Admin fee / account holder | $3,224 | $16,648-80.6% | $12,690-74.6% | $13,397-75.9% |