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 | $142,373 | $102,317+39.1% | $146,958-3.1% | $80,856+76.1% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 14.39% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,466 | $3,713-60.5% | $4,933-70.3% | $2,755-46.8% |
| Participant deferral / active EE | $7,226 | $6,644+8.8% | $8,070-10.5% | $4,296+68.2% |
| Admin fee / account holder | $7,372 | $7,941-7.2% | $12,998-43.3% | $6,918+6.6% |