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 | $82,393 | $104,907-21.5% | $84,611-2.6% | $152,861-46.1% |
| Participation rate | 84.6% | 74.8%+9.8pp | 68.2%+16.4pp | 82.4%+2.2pp |
| Annual return | 24.55% | 373.79%-349.2pp | 258.74%-234.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,614 | $3,302+39.7% | $2,652+74.0% | $4,762-3.1% |
| Participant deferral / active EE | $9,900 | $4,688+111.2% | $3,899+153.9% | $5,850+69.2% |
| Admin fee / account holder | $1,583 | $6,241-74.6% | $4,912-67.8% | $11,596-86.3% |