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 | $90,470 | $102,317-11.6% | $146,958-38.4% | $80,856+11.9% |
| Participation rate | 71.7% | 75.8%-4.2pp | 82.2%-10.5pp | 67.6%+4.0pp |
| Annual return | 21.45% | 134.76%-113.3pp | 418.34%-396.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,661 | $3,713-1.4% | $4,933-25.8% | $2,755+32.9% |
| Participant deferral / active EE | $8,679 | $6,644+30.6% | $8,070+7.6% | $4,296+102.0% |
| Admin fee / account holder | $11,267 | $7,941+41.9% | $12,998-13.3% | $6,918+62.9% |