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 | $83,952 | $104,907-20.0% | $84,611-0.8% | $152,861-45.1% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 25.27% | 373.79%-348.5pp | 258.74%-233.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $6,393 | $3,302+93.6% | $2,652+141.0% | $4,762+34.2% |
| Participant deferral / active EE | $10,244 | $4,688+118.5% | $3,899+162.8% | $5,850+75.1% |
| Admin fee / account holder | $22,995 | $6,241+268.5% | $4,912+368.1% | $11,596+98.3% |