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 | $84,979 | $150,187-43.4% | $120,354-29.4% | $145,922-41.8% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 11.80% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,571 | $4,348+5.1% | $3,463+32.0% | $4,660-1.9% |
| Participant deferral / active EE | $9,634 | $6,173+56.1% | $4,991+93.0% | $6,688+44.1% |
| Admin fee / account holder | $1,945 | $12,207-84.1% | $9,423-79.4% | $13,397-85.5% |