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 | $74,472 | $99,877-25.4% | $84,966-12.4% | $145,922-49.0% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 17.63% | 83.76%-66.1pp | 66.38%-48.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,258 | $3,231+31.8% | $2,727+56.1% | $4,660-8.6% |
| Participant deferral / active EE | $7,545 | $5,291+42.6% | $4,519+67.0% | $6,688+12.8% |
| Admin fee / account holder | $1,766 | $7,248-75.6% | $6,149-71.3% | $13,397-86.8% |