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 | $142,872 | $110,809+28.9% | $86,874+64.5% | $167,490-14.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 71.6%+15.9pp | 82.1%+5.4pp |
| Annual return | 17.26% | 116.98%-99.7pp | 63.52%-46.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,577 | $3,244+41.1% | $2,495+83.4% | $4,837-5.4% |
| Participant deferral / active EE | $4,234 | $4,546-6.9% | $3,699+14.5% | $6,341-33.2% |
| Admin fee / account holder | $523 | $8,415-93.8% | $5,828-91.0% | $12,309-95.8% |