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 | $83,121 | $112,096-25.8% | $95,952-13.4% | $158,922-47.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 16.17% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,261 | $3,198+189.6% | $2,541+264.4% | $4,761+94.5% |
| Participant deferral / active EE | $3,975 | $4,784-16.9% | $4,167-4.6% | $5,982-33.6% |
| Admin fee / account holder | $3,288 | $10,130-67.5% | $6,795-51.6% | $11,246-70.8% |