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 | $63,271 | $111,724-43.4% | $93,606-32.4% | $145,922-56.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.74% | 202.98%-192.2pp | 133.20%-122.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,888 | $3,090-6.5% | $2,420+19.4% | $4,660-38.0% |
| Participant deferral / active EE | $5,510 | $4,912+12.2% | $4,411+24.9% | $6,688-17.6% |
| Admin fee / account holder | $2,209 | $10,250-78.4% | $8,285-73.3% | $13,397-83.5% |