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 | $102,382-20.9% | $147,005-44.9% | $80,874+0.1% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 18.45% | 134.89%-116.4pp | 418.76%-400.3pp | 35.62%-17.2pp |
| Employer contribution / active EE | $3,448 | $3,715-7.2% | $4,934-30.1% | $2,756+25.1% |
| Participant deferral / active EE | $7,982 | $6,646+20.1% | $8,070-1.1% | $4,297+85.8% |
| Admin fee / account holder | $2,128 | $7,942-73.2% | $13,006-83.6% | $6,935-69.3% |