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 | $67,183 | $70,756-5.0% | $65,493+2.6% | $142,382-52.8% |
| Participation rate | 73.7% | 77.4%-3.7pp | 73.1%+0.6pp | 80.1%-6.4pp |
| Annual return | 15.56% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,247 | $2,881-22.0% | $2,574-12.7% | $4,299-47.7% |
| Participant deferral / active EE | $5,513 | $4,637+18.9% | $3,961+39.2% | $6,507-15.3% |
| Admin fee / account holder | $3,991 | $6,559-39.2% | $5,028-20.6% | $12,624-68.4% |