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 | $81,929 | $80,673+1.6% | $101,326-19.1% | $84,808-3.4% |
| Participation rate | 80.5% | 77.8%+2.7pp | 81.5%-1.0pp | 68.3%+12.2pp |
| Annual return | 291.01% | 38.95%+252.1pp | 36.82%+254.2pp | 40.90%+250.1pp |
| Employer contribution / active EE | $2,416 | $2,698-10.5% | $3,665-34.1% | $2,631-8.2% |
| Participant deferral / active EE | $7,799 | $6,840+14.0% | $7,994-2.4% | $4,212+85.2% |
| Admin fee / account holder | $1,823 | $12,784-85.7% | $11,185-83.7% | $7,344-75.2% |