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 | $60,978 | $72,400-15.8% | $67,502-9.7% | $145,922-58.2% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 14.83% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,759 | $3,069+22.5% | $2,731+37.7% | $4,660-19.3% |
| Participant deferral / active EE | $9,505 | $4,783+98.7% | $4,000+137.6% | $6,688+42.1% |
| Admin fee / account holder | $3,967 | $5,539-28.4% | $3,998-0.8% | $13,397-70.4% |