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 | $93,813 | $102,317-8.3% | $146,958-36.2% | $80,856+16.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 14.71% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,215 | $3,713-13.4% | $4,933-34.8% | $2,755+16.7% |
| Participant deferral / active EE | $8,648 | $6,644+30.2% | $8,070+7.2% | $4,296+101.3% |
| Admin fee / account holder | $601 | $7,941-92.4% | $12,998-95.4% | $6,918-91.3% |