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 | $89,530 | $99,079-9.6% | $77,999+14.8% | $273,961-67.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.5%+17.3pp | 83.0%+9.8pp |
| Annual return | 7.57% | 217.93%-210.4pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,608 | $3,308+99.8% | $2,470+167.5% | $4,869+35.7% |
| Participant deferral / active EE | $5,407 | $4,306+25.6% | $3,497+54.6% | $5,287+2.3% |
| Admin fee / account holder | $22,577 | $8,954+152.1% | $5,480+312.0% | $10,132+122.8% |