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 | $62,030 | $124,185-50.1% | $108,410-42.8% | $167,490-63.0% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.96% | 1379.64%-1367.7pp | 905.27%-893.3pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,029 | $4,187-51.5% | $3,558-43.0% | $4,837-58.1% |
| Participant deferral / active EE | $8,560 | $6,908+23.9% | $6,563+30.4% | $6,341+35.0% |
| Admin fee / account holder | $1,837 | $9,455-80.6% | $7,295-74.8% | $12,309-85.1% |