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 | $88,405 | $102,966-14.1% | $90,281-2.1% | $152,861-42.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 25.33% | 95.16%-69.8pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,619 | $3,139+79.0% | $2,854+96.9% | $4,762+18.0% |
| Participant deferral / active EE | $7,002 | $4,281+63.5% | $3,885+80.2% | $5,850+19.7% |
| Admin fee / account holder | $467 | $6,171-92.4% | $5,351-91.3% | $11,596-96.0% |