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 | $90,879 | $109,817-17.2% | $98,442-7.7% | $167,490-45.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 11.56% | 1956.69%-1945.1pp | 1492.73%-1481.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,643 | $3,224-49.1% | $2,960-44.5% | $4,837-66.0% |
| Participant deferral / active EE | $4,535 | $4,673-3.0% | $4,276+6.1% | $6,341-28.5% |
| Admin fee / account holder | $17,492 | $6,753+159.0% | $5,949+194.0% | $12,309+42.1% |