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 | $97,600 | $102,966-5.2% | $90,281+8.1% | $152,861-36.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 72.58% | 95.16%-22.6pp | 78.10%-5.5pp | 345.32%-272.7pp |
| Employer contribution / active EE | $8,851 | $3,139+182.0% | $2,854+210.1% | $4,762+85.9% |
| Participant deferral / active EE | $9,878 | $4,281+130.7% | $3,885+154.2% | $5,850+68.9% |
| Admin fee / account holder | $5,390 | $6,171-12.6% | $5,351+0.7% | $11,596-53.5% |