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 | $63,805 | $73,515-13.2% | $62,995+1.3% | $147,584-56.8% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 17.62% | 175.43%-157.8pp | 87.57%-69.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,467 | $3,320+34.5% | $2,759+61.9% | $4,876-8.4% |
| Participant deferral / active EE | $6,324 | $4,185+51.1% | $3,329+89.9% | $5,439+16.3% |
| Admin fee / account holder | $3,322 | $5,953-44.2% | $3,600-7.7% | $10,885-69.5% |