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 | $66,521 | $109,327-39.2% | $89,391-25.6% | $158,922-58.1% |
| Participation rate | 84.6% | 74.3%+10.4pp | 68.0%+16.6pp | 82.0%+2.7pp |
| Annual return | 16.81% | 345.68%-328.9pp | 245.62%-228.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $8,498 | $3,170+168.1% | $2,586+228.7% | $4,761+78.5% |
| Participant deferral / active EE | $13,708 | $4,598+198.1% | $3,890+252.4% | $5,982+129.1% |
| Admin fee / account holder | $1,275 | $6,153-79.3% | $4,881-73.9% | $11,246-88.7% |