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 | $77,673 | $105,998-26.7% | $92,233-15.8% | $147,584-47.4% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 17.84% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,546 | $4,333-18.2% | $3,679-3.6% | $4,876-27.3% |
| Participant deferral / active EE | $8,495 | $4,478+89.7% | $3,897+118.0% | $5,439+56.2% |
| Admin fee / account holder | $4,553 | $6,332-28.1% | $5,194-12.3% | $10,885-58.2% |