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 | $90,224 | $105,998-14.9% | $92,233-2.2% | $147,584-38.9% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 22.78% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $4,529 | $4,333+4.5% | $3,679+23.1% | $4,876-7.1% |
| Participant deferral / active EE | $2,530 | $4,478-43.5% | $3,897-35.1% | $5,439-53.5% |
| Admin fee / account holder | $569 | $6,332-91.0% | $5,194-89.0% | $10,885-94.8% |