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 9-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 | $76,881 | $102,317-24.9% | $146,958-47.7% | $80,856-4.9% |
| Participation rate | 83.0% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 19.49% | 134.76%-115.3pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $3,385 | $3,713-8.8% | $4,933-31.4% | $2,755+22.9% |
| Participant deferral / active EE | $10,112 | $6,644+52.2% | $8,070+25.3% | $4,296+135.4% |
| Admin fee / account holder | $3,476 | $7,941-56.2% | $12,998-73.3% | $6,918-49.7% |