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 | $92,664 | $112,096-17.3% | $95,952-3.4% | $158,922-41.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 13.15% | 171.09%-157.9pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,698 | $3,198+15.6% | $2,541+45.5% | $4,761-22.3% |
| Participant deferral / active EE | $6,973 | $4,784+45.8% | $4,167+67.3% | $5,982+16.6% |
| Admin fee / account holder | $8,606 | $10,130-15.0% | $6,795+26.6% | $11,246-23.5% |