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 | $50,257 | $84,696-40.7% | $75,696-33.6% | $167,490-70.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.8%+16.1pp | 82.1%+8.8pp |
| Annual return | 20.64% | 199.36%-178.7pp | 104.53%-83.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $5,176 | $3,230+60.3% | $2,743+88.7% | $4,837+7.0% |
| Participant deferral / active EE | $2,688 | $4,580-41.3% | $3,821-29.7% | $6,341-57.6% |
| Admin fee / account holder | $7,093 | $5,355+32.5% | $3,619+96.0% | $12,309-42.4% |