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 | $60,539 | $114,047-46.9% | $96,139-37.0% | $167,490-63.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 12.69% | 189.88%-177.2pp | 191.94%-179.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,258 | $3,427-34.1% | $2,797-19.3% | $4,837-53.3% |
| Participant deferral / active EE | $7,273 | $5,194+40.0% | $4,349+67.2% | $6,341+14.7% |
| Admin fee / account holder | $23,551 | $6,897+241.5% | $5,537+325.3% | $12,309+91.3% |