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 | $70,054 | $57,281+22.3% | $86,612-19.1% | $75,163-6.8% |
| Participation rate | 79.4% | 63.2%+16.2pp | 71.7%+7.7pp | 67.2%+12.2pp |
| Annual return | 15.15% | 2670.75%-2655.6pp | 591.07%-575.9pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,339 | $2,314-42.2% | $3,022-55.7% | $2,670-49.9% |
| Participant deferral / active EE | $6,379 | $3,318+92.3% | $4,438+43.7% | $4,125+54.6% |
| Admin fee / account holder | $11,526 | $4,112+180.3% | $5,614+105.3% | $5,651+104.0% |