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 | $89,344 | $102,317-12.7% | $146,958-39.2% | $80,856+10.5% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 19.66% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $4,099 | $3,713+10.4% | $4,933-16.9% | $2,755+48.8% |
| Participant deferral / active EE | $8,750 | $6,644+31.7% | $8,070+8.4% | $4,296+103.7% |
| Admin fee / account holder | $8,319 | $7,941+4.8% | $12,998-36.0% | $6,918+20.3% |