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 | $97,393 | $60,124+62.0% | $90,404+7.7% | $79,858+22.0% |
| Participation rate | 95.2% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.6pp |
| Annual return | 16.14% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,419 | $2,068+17.0% | $3,262-25.9% | $2,471-2.1% |
| Participant deferral / active EE | $7,338 | $2,938+149.8% | $3,963+85.2% | $3,740+96.2% |
| Admin fee / account holder | $3,684 | $3,976-7.4% | $5,611-34.3% | $5,306-30.6% |