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 | $125,366 | $102,317+22.5% | $146,958-14.7% | $80,856+55.0% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 15.35% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $6,673 | $3,713+79.7% | $4,933+35.3% | $2,755+142.2% |
| Participant deferral / active EE | $6,761 | $6,644+1.8% | $8,070-16.2% | $4,296+57.4% |
| Admin fee / account holder | $3,283 | $7,941-58.7% | $12,998-74.7% | $6,918-52.5% |