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 | $94,419 | $90,348+4.5% | $75,972+24.3% | $145,922-35.3% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.1%+21.4pp | 80.3%+10.2pp |
| Annual return | 13.18% | 620.88%-607.7pp | 359.55%-346.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,760 | $3,311-46.8% | $2,685-34.4% | $4,660-62.2% |
| Participant deferral / active EE | $5,206 | $5,162+0.9% | $4,255+22.3% | $6,688-22.2% |
| Admin fee / account holder | $1,350 | $8,467-84.1% | $6,467-79.1% | $13,397-89.9% |