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 | $80,938 | $102,317-20.9% | $146,958-44.9% | $80,856+0.1% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 18.45% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,448 | $3,713-7.2% | $4,933-30.1% | $2,755+25.1% |
| Participant deferral / active EE | $7,982 | $6,644+20.1% | $8,070-1.1% | $4,296+85.8% |
| Admin fee / account holder | $2,128 | $7,941-73.2% | $12,998-83.6% | $6,918-69.2% |