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 | $125,408 | $85,202+47.2% | $172,739-27.4% | $72,985+71.8% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.1pp |
| Annual return | 20.66% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,666 | $3,324+10.3% | $5,143-28.7% | $2,440+50.3% |
| Participant deferral / active EE | $4,991 | $3,260+53.1% | $5,198-4.0% | $3,607+38.3% |
| Admin fee / account holder | $2,073 | $5,884-64.8% | $13,954-85.1% | $5,124-59.5% |