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 4-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 | $124,207 | $102,317+21.4% | $146,958-15.5% | $80,856+53.6% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | 23.90% | 134.76%-110.9pp | 418.34%-394.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $4,030 | $3,713+8.5% | $4,933-18.3% | $2,755+46.3% |
| Participant deferral / active EE | $9,944 | $6,644+49.7% | $8,070+23.2% | $4,296+131.5% |
| Admin fee / account holder | $743 | $7,941-90.6% | $12,998-94.3% | $6,918-89.3% |