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 | $65,027 | $105,181-38.2% | $159,436-59.2% | $85,850-24.3% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 52.04% | 45.07%+7.0pp | 263.57%-211.5pp | 318.53%-266.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,492 | $5,945+42.9% | $7,352+15.5% | $3,952+114.9% |
| Admin fee / account holder | $2,889 | $6,933-58.3% | $10,799-73.2% | $6,260-53.8% |