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 | $87,751 | $100,852-13.0% | $90,404-2.9% | $158,922-44.8% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 22.92% | 1724.20%-1701.3pp | 1293.02%-1270.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,625 | $3,689-1.7% | $3,262+11.1% | $4,761-23.9% |
| Participant deferral / active EE | $5,701 | $4,348+31.1% | $3,963+43.8% | $5,982-4.7% |
| Admin fee / account holder | $10,110 | $6,501+55.5% | $5,611+80.2% | $11,246-10.1% |