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 | $122,924 | $57,354+114.3% | $83,848+46.6% | $64,186+91.5% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -8.44% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,844 | $2,545+11.7% | $3,631-21.7% | $2,381+19.4% |
| Participant deferral / active EE | $6,349 | $2,993+112.1% | $4,082+55.5% | $3,470+83.0% |
| Admin fee / account holder | $5,605 | $4,046+38.5% | $5,478+2.3% | $4,888+14.7% |