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 | $76,859 | $102,317-24.9% | $146,958-47.7% | $80,856-4.9% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 18.27% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,601 | $3,713-3.0% | $4,933-27.0% | $2,755+30.7% |
| Participant deferral / active EE | $7,761 | $6,644+16.8% | $8,070-3.8% | $4,296+80.7% |
| Admin fee / account holder | $1,862 | $7,941-76.6% | $12,998-85.7% | $6,918-73.1% |