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 | $84,584 | $96,635-12.5% | $86,612-2.3% | $139,434-39.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 13.37% | 106.41%-93.0pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,629 | $3,263+11.2% | $3,022+20.1% | $4,751-23.6% |
| Participant deferral / active EE | $7,195 | $4,836+48.8% | $4,438+62.1% | $6,710+7.2% |
| Admin fee / account holder | $693 | $6,408-89.2% | $5,614-87.7% | $11,403-93.9% |