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 | $72,792 | $176,662-58.8% | $130,648-44.3% | $152,861-52.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.4%+6.4pp |
| Annual return | 18.24% | 2692.24%-2674.0pp | 1708.96%-1690.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,292 | $5,742-42.7% | $4,092-19.5% | $4,762-30.9% |
| Participant deferral / active EE | $6,460 | $4,361+48.1% | $3,603+79.3% | $5,850+10.4% |
| Admin fee / account holder | $2,151 | $7,133-69.8% | $5,464-60.6% | $11,596-81.4% |