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 | $87,418 | $114,047-23.3% | $96,139-9.1% | $167,490-47.8% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 14.06% | 189.88%-175.8pp | 191.94%-177.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,541 | $5,194+45.2% | $4,349+73.4% | $6,341+18.9% |
| Admin fee / account holder | $2,266 | $6,897-67.1% | $5,537-59.1% | $12,309-81.6% |