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 | $88,821 | $74,888+18.6% | $71,209+24.7% | $142,382-37.6% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 68.89% | 345.14%-276.3pp | 282.51%-213.6pp | 217.08%-148.2pp |
| Employer contribution / active EE | $1,444 | $2,854-49.4% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $4,717 | $4,454+5.9% | $4,175+13.0% | $6,507-27.5% |
| Admin fee / account holder | $3,067 | $5,568-44.9% | $5,349-42.7% | $12,624-75.7% |