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 | $94,399 | $109,817-14.0% | $98,442-4.1% | $167,490-43.6% |
| Participation rate | 82.6% | 75.8%+6.8pp | 73.3%+9.3pp | 82.1%+0.5pp |
| Annual return | 12.31% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,197 | $3,224-62.9% | $2,960-59.5% | $4,837-75.2% |
| Participant deferral / active EE | $5,639 | $4,673+20.7% | $4,276+31.9% | $6,341-11.1% |
| Admin fee / account holder | $2,518 | $6,753-62.7% | $5,949-57.7% | $12,309-79.5% |