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 | $97,342 | $109,982-11.5% | $97,226+0.1% | $145,922-33.3% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 8.78% | 242.90%-234.1pp | 75.13%-66.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,969 | $3,084+93.6% | $2,729+118.8% | $4,660+28.1% |
| Participant deferral / active EE | $6,196 | $4,676+32.5% | $4,264+45.3% | $6,688-7.3% |
| Admin fee / account holder | $2,264 | $6,221-63.6% | $5,654-60.0% | $13,397-83.1% |