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 | $91,569 | $96,635-5.2% | $86,612+5.7% | $139,434-34.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 16.91% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,895 | $3,263-41.9% | $3,022-37.3% | $4,751-60.1% |
| Participant deferral / active EE | $5,356 | $4,836+10.8% | $4,438+20.7% | $6,710-20.2% |
| Admin fee / account holder | $6,150 | $6,408-4.0% | $5,614+9.5% | $11,403-46.1% |