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 | $82,878 | $80,812+2.6% | $160,784-48.5% | $82,448+0.5% |
| Participation rate | 71.9% | 66.2%+5.6pp | 77.0%-5.1pp | 68.1%+3.8pp |
| Annual return | 24.67% | 100.59%-75.9pp | 1803.92%-1779.3pp | 41.64%-17.0pp |
| Employer contribution / active EE | $3,274 | $2,174+50.6% | $3,733-12.3% | $2,551+28.4% |
| Participant deferral / active EE | $10,426 | $4,335+140.5% | $6,293+65.7% | $4,139+151.9% |
| Admin fee / account holder | $7,613 | $7,695-1.1% | $9,717-21.7% | $7,234+5.2% |