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 | $92,754 | $105,998-12.5% | $92,233+0.6% | $147,584-37.2% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.28%-163.8pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,562 | $4,333-63.9% | $3,679-57.5% | $4,876-68.0% |
| Participant deferral / active EE | $5,717 | $4,478+27.7% | $3,897+46.7% | $5,439+5.1% |
| Admin fee / account holder | $806 | $6,332-87.3% | $5,194-84.5% | $10,885-92.6% |