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 | $63,128 | $102,317-38.3% | $146,958-57.0% | $80,856-21.9% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.2pp | 67.6%+10.4pp |
| Annual return | 21.53% | 134.76%-113.2pp | 418.34%-396.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,042 | $3,713-18.1% | $4,933-38.3% | $2,755+10.4% |
| Participant deferral / active EE | $5,801 | $6,644-12.7% | $8,070-28.1% | $4,296+35.0% |
| Admin fee / account holder | $930 | $7,941-88.3% | $12,998-92.8% | $6,918-86.6% |