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 | $65,383 | $57,281+14.1% | $86,612-24.5% | $75,163-13.0% |
| Participation rate | 76.2% | 63.2%+13.0pp | 71.7%+4.5pp | 67.2%+9.0pp |
| Annual return | 19.00% | 2670.75%-2651.7pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,284 | $2,314+85.1% | $3,022+41.7% | $2,670+60.5% |
| Participant deferral / active EE | $5,197 | $3,318+56.6% | $4,438+17.1% | $4,125+26.0% |
| Admin fee / account holder | $1,547 | $4,112-62.4% | $5,614-72.4% | $5,651-72.6% |