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 | $65,294 | $64,324+1.5% | $118,925-45.1% | $79,858-18.2% |
| Participation rate | 97.9% | 64.9%+33.1pp | 75.4%+22.5pp | 69.6%+28.3pp |
| Annual return | 15.11% | 86.45%-71.3pp | 35.88%-20.8pp | 31.71%-16.6pp |
| Employer contribution / active EE | $6,524 | $1,836+255.3% | $3,263+100.0% | $2,471+164.0% |
| Participant deferral / active EE | $2,923 | $2,824+3.5% | $4,265-31.5% | $3,740-21.8% |
| Admin fee / account holder | $556 | $4,040-86.2% | $6,581-91.5% | $5,306-89.5% |