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 | $81,562 | $70,669+15.4% | $169,368-51.8% | $75,163+8.5% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.1%+19.5pp | 67.2%+29.4pp |
| Annual return | 19.74% | 36.36%-16.6pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,826 | $2,211+73.1% | $4,013-4.6% | $2,670+43.3% |
| Participant deferral / active EE | $7,372 | $4,311+71.0% | $6,221+18.5% | $4,125+78.7% |
| Admin fee / account holder | $4,722 | $5,402-12.6% | $9,003-47.5% | $5,651-16.4% |