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 | $107,860 | $111,724-3.5% | $93,606+15.2% | $145,922-26.1% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 14.61% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,657 | $3,090-46.4% | $2,420-31.5% | $4,660-64.4% |
| Participant deferral / active EE | $5,608 | $4,912+14.2% | $4,411+27.1% | $6,688-16.1% |
| Admin fee / account holder | $765 | $10,250-92.5% | $8,285-90.8% | $13,397-94.3% |