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 | $70,408 | $57,281+22.9% | $86,612-18.7% | $75,163-6.3% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 16.97% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,972 | $3,318+110.1% | $4,438+57.1% | $4,125+69.0% |
| Admin fee / account holder | $8,946 | $4,112+117.6% | $5,614+59.4% | $5,651+58.3% |