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 | $88,216 | $109,327-19.3% | $89,391-1.3% | $158,922-44.5% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 16.03% | 345.68%-329.6pp | 245.62%-229.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,776 | $3,170+19.1% | $2,586+46.1% | $4,761-20.7% |
| Participant deferral / active EE | $13,443 | $4,598+192.3% | $3,890+245.6% | $5,982+124.7% |
| Admin fee / account holder | $3,026 | $6,153-50.8% | $4,881-38.0% | $11,246-73.1% |