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 | $113,208 | $81,632+38.7% | $70,449+60.7% | $158,922-28.8% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.3pp | 82.0%+10.3pp |
| Annual return | 15.73% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,683 | $4,554+46.7% | $3,709+80.2% | $5,982+11.7% |
| Admin fee / account holder | $17,810 | $6,193+187.6% | $3,845+363.2% | $11,246+58.4% |