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 | $63,499 | $92,703-31.5% | $82,719-23.2% | $134,475-52.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 1.29% | 944.92%-943.6pp | 701.18%-699.9pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,793 | $3,274-45.2% | $3,009-40.4% | $4,740-62.2% |
| Participant deferral / active EE | $10,936 | $4,802+127.7% | $4,395+148.8% | $6,400+70.9% |
| Admin fee / account holder | $5,007 | $5,983-16.3% | $5,329-6.0% | $11,426-56.2% |