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 | $34,554 | $105,126-67.1% | $94,646-63.5% | $139,434-75.2% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 89.86% | 38.03%+51.8pp | 156.71%-66.8pp | 372.94%-283.1pp |
| Employer contribution / active EE | $4,010 | $4,106-2.3% | $3,672+9.2% | $4,751-15.6% |
| Participant deferral / active EE | $7,152 | $7,599-5.9% | $7,418-3.6% | $6,710+6.6% |
| Admin fee / account holder | $304 | $8,984-96.6% | $7,231-95.8% | $11,403-97.3% |