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 | $79,402 | $104,907-24.3% | $84,611-6.2% | $152,861-48.1% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.4%+4.5pp |
| Annual return | 24.82% | 373.79%-349.0pp | 258.74%-233.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,450 | $3,302-25.8% | $2,652-7.6% | $4,762-48.6% |
| Participant deferral / active EE | $7,618 | $4,688+62.5% | $3,899+95.4% | $5,850+30.2% |
| Admin fee / account holder | $916 | $6,241-85.3% | $4,912-81.4% | $11,596-92.1% |