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 | $76,138 | $105,181-27.6% | $159,436-52.2% | $85,850-11.3% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 17.42% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $6,209 | $3,318+87.1% | $4,829+28.6% | $2,565+142.1% |
| Participant deferral / active EE | $14,134 | $5,945+137.8% | $7,352+92.2% | $3,952+257.7% |
| Admin fee / account holder | $8,257 | $6,933+19.1% | $10,799-23.5% | $6,260+31.9% |