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 | $121,588 | $102,317+18.8% | $146,958-17.3% | $80,856+50.4% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 19.99% | 134.76%-114.8pp | 418.34%-398.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,850 | $3,713-23.2% | $4,933-42.2% | $2,755+3.5% |
| Participant deferral / active EE | $10,297 | $6,644+55.0% | $8,070+27.6% | $4,296+139.7% |
| Admin fee / account holder | $9,439 | $7,941+18.9% | $12,998-27.4% | $6,918+36.4% |