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 | $89,510 | $102,317-12.5% | $146,958-39.1% | $80,856+10.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 16.86% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $5,968 | $3,713+60.7% | $4,933+21.0% | $2,755+116.6% |
| Participant deferral / active EE | $9,592 | $6,644+44.4% | $8,070+18.9% | $4,296+123.3% |
| Admin fee / account holder | $1,232 | $7,941-84.5% | $12,998-90.5% | $6,918-82.2% |