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 | $108,554 | $110,502-1.8% | $80,716+34.5% | $167,490-35.2% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 26.04% | 120.54%-94.5pp | 87.28%-61.2pp | 478.56%-452.5pp |
| Employer contribution / active EE | $946 | $1,543-38.7% | $1,160-18.5% | $4,837-80.4% |
| Participant deferral / active EE | $12,358 | $2,871+330.5% | $2,146+475.9% | $6,341+94.9% |
| Admin fee / account holder | $518 | $4,545-88.6% | $3,380-84.7% | $12,309-95.8% |