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 | $67,326 | $63,346+6.3% | $92,233-27.0% | $70,131-4.0% |
| Participation rate | 84.5% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 15.83% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $7,280 | $2,471+194.6% | $3,679+97.8% | $2,342+210.8% |
| Participant deferral / active EE | $6,553 | $2,854+129.6% | $3,897+68.2% | $3,332+96.7% |
| Admin fee / account holder | $938 | $3,840-75.6% | $5,194-81.9% | $4,645-79.8% |