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 | $63,104 | $53,516+17.9% | $126,539-50.1% | $84,808-25.6% |
| Participation rate | 91.3% | 58.2%+33.1pp | 69.8%+21.5pp | 68.3%+23.0pp |
| Annual return | 15.11% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,875 | $1,535+152.5% | $3,674+5.5% | $2,631+47.3% |
| Participant deferral / active EE | $6,373 | $2,671+138.6% | $4,083+56.1% | $4,212+51.3% |
| Admin fee / account holder | $10,876 | $4,497+141.9% | $6,065+79.3% | $7,344+48.1% |