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 | $80,492 | $68,346+17.8% | $94,646-15.0% | $75,163+7.1% |
| Participation rate | 85.1% | 76.1%+9.0pp | 80.8%+4.3pp | 67.2%+17.9pp |
| Annual return | 19.27% | 616.93%-597.7pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,026 | $2,701+12.0% | $3,672-17.6% | $2,670+13.3% |
| Participant deferral / active EE | $4,230 | $6,537-35.3% | $7,418-43.0% | $4,125+2.5% |
| Admin fee / account holder | $1,849 | $5,326-65.3% | $7,231-74.4% | $5,651-67.3% |