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 | $67,428 | $96,305-30.0% | $80,569-16.3% | $139,434-51.6% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.9pp | 80.3%+12.5pp |
| Annual return | 13.26% | 1350.08%-1336.8pp | 935.43%-922.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,752 | $3,262+15.0% | $2,723+37.8% | $4,751-21.0% |
| Participant deferral / active EE | $5,158 | $5,232-1.4% | $4,447+16.0% | $6,710-23.1% |
| Admin fee / account holder | $1,066 | $6,599-83.8% | $5,377-80.2% | $11,403-90.7% |