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 | $76,800 | $159,901-52.0% | $146,958-47.7% | $145,922-47.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 16.82% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,758 | $5,286-10.0% | $4,933-3.5% | $4,660+2.1% |
| Participant deferral / active EE | $9,335 | $8,428+10.8% | $8,070+15.7% | $6,688+39.6% |
| Admin fee / account holder | $2,606 | $15,044-82.7% | $12,998-80.0% | $13,397-80.5% |