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 | $72,883 | $90,348-19.3% | $75,972-4.1% | $145,922-50.1% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.1%+21.4pp | 80.3%+10.2pp |
| Annual return | 13.37% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,535 | $3,311+157.8% | $2,685+217.9% | $4,660+83.2% |
| Participant deferral / active EE | $7,473 | $5,162+44.8% | $4,255+75.6% | $6,688+11.7% |
| Admin fee / account holder | $882 | $8,467-89.6% | $6,467-86.4% | $13,397-93.4% |