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 | $91,252 | $102,317-10.8% | $146,958-37.9% | $80,856+12.9% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 24.68% | 134.76%-110.1pp | 418.34%-393.7pp | 35.59%-10.9pp |
| Employer contribution / active EE | $4,617 | $3,713+24.3% | $4,933-6.4% | $2,755+67.6% |
| Participant deferral / active EE | $12,819 | $6,644+93.0% | $8,070+58.9% | $4,296+198.4% |
| Admin fee / account holder | $12,005 | $7,941+51.2% | $12,998-7.6% | $6,918+73.5% |