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 | $64,973 | $102,317-36.5% | $146,958-55.8% | $80,856-19.6% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 22.58% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $3,310 | $3,713-10.8% | $4,933-32.9% | $2,755+20.2% |
| Participant deferral / active EE | $6,420 | $6,644-3.4% | $8,070-20.4% | $4,296+49.4% |
| Admin fee / account holder | $4,658 | $7,941-41.3% | $12,998-64.2% | $6,918-32.7% |