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 | $85,042 | $112,096-24.1% | $95,952-11.4% | $158,922-46.5% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 23.75% | 171.09%-147.3pp | 91.61%-67.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $3,815 | $3,198+19.3% | $2,541+50.1% | $4,761-19.9% |
| Participant deferral / active EE | $8,309 | $4,784+73.7% | $4,167+99.4% | $5,982+38.9% |
| Admin fee / account holder | $381 | $10,130-96.2% | $6,795-94.4% | $11,246-96.6% |