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 | $85,021 | $105,998-19.8% | $92,233-7.8% | $147,584-42.4% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.61% | 50.05%-35.4pp | 176.28%-161.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $723 | $4,333-83.3% | $3,679-80.3% | $4,876-85.2% |
| Participant deferral / active EE | $2,388 | $4,478-46.7% | $3,897-38.7% | $5,439-56.1% |
| Admin fee / account holder | $7,350 | $6,332+16.1% | $5,194+41.5% | $10,885-32.5% |