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 | $60,046 | $58,208+3.2% | $81,812-26.6% | $80,856-25.7% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 23.95% | 41.66%-17.7pp | 773.79%-749.8pp | 35.59%-11.6pp |
| Employer contribution / active EE | $3,292 | $2,340+40.7% | $2,912+13.0% | $2,755+19.5% |
| Participant deferral / active EE | $5,718 | $3,281+74.3% | $4,319+32.4% | $4,296+33.1% |
| Admin fee / account holder | $2,072 | $4,981-58.4% | $7,386-71.9% | $6,918-70.0% |