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 | $66,669 | $111,814-40.4% | $93,654-28.8% | $145,959-54.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.80% | 203.30%-188.5pp | 133.34%-118.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $7,237 | $3,092+134.1% | $2,421+198.9% | $4,661+55.3% |
| Participant deferral / active EE | $5,160 | $4,914+5.0% | $4,413+16.9% | $6,689-22.9% |
| Admin fee / account holder | $25,006 | $10,246+144.0% | $8,282+201.9% | $13,398+86.6% |