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 | $81,191 | $107,334-24.4% | $92,893-12.6% | $152,861-46.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 23.95% | 145.58%-121.6pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $22,497 | $4,221+433.0% | $3,653+515.9% | $4,762+372.4% |
| Participant deferral / active EE | $5,522 | $4,845+14.0% | $4,236+30.4% | $5,850-5.6% |
| Admin fee / account holder | $6,121 | $7,079-13.5% | $5,794+5.7% | $11,596-47.2% |