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 6-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 | $83,029 | $102,317-18.9% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.9pp | 67.6%+26.4pp |
| Annual return | 21.30% | 134.76%-113.5pp | 418.34%-397.0pp | 35.59%-14.3pp |
| Employer contribution / active EE | $3,974 | $3,713+7.0% | $4,933-19.4% | $2,755+44.3% |
| Participant deferral / active EE | $13,104 | $6,644+97.2% | $8,070+62.4% | $4,296+205.0% |
| Admin fee / account holder | $5,674 | $7,941-28.5% | $12,998-56.3% | $6,918-18.0% |